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Addition Wealth
CRD: 318018
In PWD coverage since August 19, 2026 · 5 stories
Regulatory AUMSEC Form ADV · Sep 26
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Regulatory AUM · Aug 22 – Sep 26
PWD coverage
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Retirement managed accounts shift to adviser-controlled rails
Vanguard opens custom models to outside platforms, Pontera reaches held-away 401(k)s without custody, and SEI clears the back office with AI. The adviser's desktop is becoming the point of assembly for retirement capital.