Updated Thursday, July 31, 2014 as of 11:33 AM ET
- RIAs
Washington Wealth to Reach $1B in Recruited AUM
Wednesday, December 5, 2012
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Washington Wealth Management, the San Diego, Calif. based independent hybrid Registered Investment Advisor, today announced it has recruited two West Coast advisory teams, California Wealth Transitions and Overlake Partners. Upon completion of this addition by the end of 2012, Washington Wealth Management will reach over $1 billion in recruited assets under management, representing a 900% increase since December 2011.

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