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Flaharty Asset Management

CLEARWATER, FL
CRD: 168495
In network coverage since September 10, 2026 · 4 stories
$902MRegulatory AUMSEC Form ADV · Oct 24
10EmployeesForm ADV
Regulatory AUM · Sep 12 – Oct 24
Network coverage
Recruiting & transitions

Six Modern Wealth advisors left as it acquired $710 million in assets

Consolidators can buy a book; the week showed they cannot buy the advisors who run it, and the recruiting market is repricing on that difference.
Succession & selling a firm · Sep 10A $710 million exit where the founder stays put
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