wealth team
Shafer Block Wealth Management
$1.3BBook of businessas reported in coverage
8Advisors
Wayzata, MNMarket
1Moves on our record
The lineage
until Sep 15, 2026PRIORUBS
Sep 15, 2026CURRENTNewEdge Wealth
Sep 15, 2026team liftoutUBS → NewEdge Wealth
No published coverage yet.