wealth team
Economos Private Wealth
$580MBook of businessas reported in coverage
1Advisors
San Francisco, CAMarket
1Moves on our record
The lineage
until Oct 15, 2026PRIORMerrill Lynch
Oct 15, 2026PRIORLPL Financial
Oct 15, 2026CURRENTLPL Financial LLC
Oct 14, 2026breakawayMerrill Lynch → LPL Financial
No published coverage yet.