Story thread · 2 reports / 2 sources
$1.5B RIA Platform Brookwood Hires Four Executives in Partnership Model
wealthmanagement.com · 1d · first report
The RIA platform has hired a leadership team after growing from $515 million to over $1.5 billion in AUM since 2024 while leaning into a law firm-like partnership model.
The conversation · 0
Sign in to join the conversation.
No comments yet — start the thread.