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RIA Roundup: OneDigital Picks Up $1 3B Firm

Featured in this week’s deal roundup: OneDigital’s RIA, Carson Wealth, SteelPeak Advisors and affiliates of both Kestra PWS and Focus Financial.

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Kestra PWS subsidiaries merge with plans for further coverage

Kestra PWS subsidiaries merge with plans for further coverage
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Maven Bridge Capital Announces Their Fast, Free, and Completely Anonymous

Maven Bridge Capital Announces Their Fast, Free, and Completely Anonymous .

United statesOrange countyKristoffer fuCompany nameNews networkMaven bridge capitalFoundational financialMaven bridgeBridge capital

Kestra Private Wealth Services Onboards Maven Bridge Capital

Posted on 333 Maven Bridge Capital, located in Brea, California with established footprints in both Orange County and Whittier, California, is led by Chief Executive Officer and wealth manager Kristoffer “Kris” Fu. Kris oversees approximately $109 million in assets and brings with him a strong client base flush with long-term relationships. “For wealth management professionals, a large portion of their day is often devoted to simply running the business,” said Rob Bartenstein, CEO and Senior Managing Director of Kestra PWS. “With our capabilities and services in Kris’ back pocket, he can spend more time growing his clientele and deepening his existing relationships which he has expressed as his top priority since the start.”

United statesOrange countyKristoffer kris fuAerin jacobRob bartensteinKestra financial incKestra private wealth servicesJp morgan securitiesKestra institutional servicesKestra investment servicesKestra advisory servicesKestra financialMaven bridgeBridge capitalChief executive officerSenior managing director