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Independent Intelligence on the Private Wealth Industry
Thursday, October 1, 2026The Morning Brief →Sign in
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Ben Krajnak

In PWD coverage since October 1, 2026 · 1 story
PWD coverage
Moves

Cullman/Holt Group, a seven-person UBS team with $1.3 billion, joins Wells Fargo FiNet in Ohio

The Dublin, Ohio group joins Ascend Advisory Group, the $2.5 billion practice Tony Reilly founded in 2001.
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