A Daily Network publication
Explore the network
The Daily NetworkAbout the network →
Private Wealth DailyYou’re reading this editionDigital Capital DailyDigital assetsESG Capital DailySustainable capitalETF DailyETFsETF Pro AIThe fund terminalInsurance Capital DailyInsurance capitalInterval Fund DailySemi-liquid fundsPrivate Credit DailyPrivate creditPrivate Infrastructure DailyInfrastructurePrivate Real Estate DailyReal estateRetirement Capital DailyRetirement assetsSecondaries DailySecondariesWealth Advisor Daily
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Saturday, October 3, 2026The Morning Brief →Sign in
tamp

Precision Fiduciary Partners

AUSTIN, TX
CRD: 149694
In PWD coverage since August 18, 2026 · 2 stories
$24.1BRegulatory AUMSEC Form ADV · Sep 26
17EmployeesForm ADV
Regulatory AUM · Aug 22 – Sep 26
PWD coverage
advisers

LeafHouse's last symposium closes the year its advice business sold

The fiduciary layer keeps consolidating while the platform layer keeps the capital, and the final LNRS is the most legible move either side has made.
plans · Aug 18Mesirow buys flexPATH's 3(38) book in second fiduciary deal
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.