Webber Wealth Partners

What changed

Led the Newport Beach team moving to Citizens Private Wealth; the team previously managed more than $1.2B in total assets.

Reported / discovered

Oct 28, 2026

Effective

Not reported

New role

Team lead, Webber Wealth Partners; former portfolio management executive at Comerica

Previous role

Not reported

Market

Newport Beach, CA

Reported book

$1.2B

Reported team size

Not disclosed

Named people

2

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

5 observations consolidated into one event.