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Stratos Wealth Holdings Launches New Private Wealth Division As Part of Strategic Expansion of Ultra-high-net-worth Client Services

Published: May 11, 2023

/PRNewswire/ -- Stratos Wealth Enterprises, a Stratos Wealth Holdings ("Stratos") company that collectively oversees $22.8 billion in brokerage and advisory...

Source: prnewswire.com

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San DiegoUnited StatesLorene YueCharles ShapiroLou CamachoJeff BrownStratos Wealth Partners LtdStratos Wealth HoldingsHaven Tower GroupPrnewswire Stratos Wealth EnterprisesStratos EnterprisesStratos Wealth EnterprisesStratos Wealth AdvisorsMajority StakeSan Diego BasedBrown Named PresidentStratos PrivateWealth EnterprisesStratos Private WealthPrivate WealthStratos WealthTruuwater FinancialFounding PartnerChief Development OfficerSouthern California

Stratos Launches W2, Private Wealth Model | Wealth Management

Published: May 11, 2023

Stratos has taken a majority stake in one of its existing firms, San Diego-based BWM Financial, to seed the new division.

Source: wealthmanagement.com

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Lou CamachoJeff BrownFirst Republic BankJp MorganStratos Wealth HoldingsStratos Wealth EnterprisesStratos WealthSan Diego BasedStratos PrivateTruuwater FinancialStratos Private WealthPrivate WealthFirst Republic