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Stratos Wealth Partners Acquires Minority Equity Stake In Bwm Financial Following Strategic Investment

Feb 23, 2022over 3 years ago

Acquiring Company

Stratos Wealth Holdings

Acquired Company

BWM Financial

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Description

Stratos Wealth Partners, a Stratos Wealth Holdings company and registered investment advisor (RIA) that collectively oversees $18.61 billion in brokerage and advisory assets, announced today it has increased its minority equity stake in San Diego-based BWM Financial with $1.5 billion in advisory AUM.

Company Information

Company

Stratos Wealth Holdings

About

Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures. Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Enterprises, and Fundamentum. Stratos includes a national network of over 350 experienced financial advisors and financial planning practitioners working across 26 states throughout the country. Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $10.33 billion in advisory assets, and advises through LPL Financial, over $8.28 billion in brokerage and third party managed assets for a total of $18.61 billion as of December 31, 2021. Fundamentum, LLC, an SEC Registered Investment Advisor, manages over $1.25 billion in advisory assets as of December 31, 2021. Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $2.59 billion in advisory assets as of December 31, 2021. Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $451 million in advisory assets, and advises through LPL Financial, over $382 million in brokerage and third party managed assets for a total of $833 million as of December 31, 2021. All entities listed are separate from and unaffiliated with LPL Financial. Media Contact: Kevin Elvington (440) 505-5608 stratoswealthpartners.com kelvington@stratoswp.com Related Links http://www.stratoswealthpartners.com/ SOURCE Stratos Wealth Partners

DealWatch™ Score

62
High M&A Activity

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