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Independent Intelligence on the Private Wealth Industry
Friday, October 2, 2026The Morning Brief →Sign in
wealth team

Turquoise Private Wealth

$140MBook of businessas reported in coverage
1Advisors
Woodland Hills, CAMarket
1Moves on our record
The lineage
until Aug 22, 2026PRIORAmeriprise
Aug 22, 2026CURRENTWells Fargo Advisors FiNet
Aug 21, 2026breakawayAmeriprise → Wells Fargo Advisors FiNet

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