Skip to content
Thursday, November 5, 2026 · Today’s edition, 6:30 a.m. ETThu, Nov 5 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
NewsM&A

BKFi buys Wealth With Options, adding $225 million in client assets

The deal adds BKFi's first West Coast presence and a San Diego team led by founders Jackie Lewis and Ryan Goldenhar.

$225Min client assets

By the M&A desk3 min read

At a glance

  1. The $225 million is client assets rather than deal consideration.
  2. Jackie Lewis and Ryan Goldenhar founded Wealth With Options in 2019 after leaving Wells Fargo Private Bank to serve tech professionals with equity compensation.
  3. BKFi, founded by CEO Ally Jane (AJ) Ayers and Shane Mason out of Mason's CPA practice, works with executives and employees from Palantir, Anthropic, Spotify and SpaceX.

BKFi, the $700 million Brooklyn, N.Y., RIA, bought Wealth With Options, a San Diego advisory team with about $225 million in assets and two advisors, WealthManagement.com reported Nov. 4. It is BKFi's first deal since its 2018 founding and its first since selling a minority stake to Accelerated Wealth Partners earlier this year.

The $225 million is client assets rather than deal consideration. Jackie Lewis and Ryan Goldenhar founded Wealth With Options in 2019 after leaving Wells Fargo Private Bank to serve tech professionals with equity compensation. They were most recently affiliated with Mariner Independent and dropped that affiliation with this deal. BKFi, founded by CEO Ally Jane (AJ) Ayers and Shane Mason out of Mason's CPA practice, works with executives and employees from Palantir, Anthropic, Spotify and SpaceX.

Reported by the M&A desk from WealthManagement.com. Published . Corrections

Related

M&A

Accelerated Wealth Partners to invest in $5B Pallas Capital Advisors

Form ADV filings show Pallas reported $4.3 billion in regulatory assets in July.

Moves

Accelerated Wealth Partners hires Focus veteran Josh Bronfman to lead M&A

The hire follows a $200 million capital commitment from J.C. Flowers & Co. and puts Bronfman over the firm's associate team.

RIAs

Mariner and Wealthcare pitch giving up Form ADV to join 1099 platforms

At the panel, Regan said a $250 million advisor facing that SEC cybersecurity review would be 'dead in the water for six weeks.'

M&A

Meridian CEO says Merchant stake helped it add advisors faster

Greg Couch said Meridian brought on a couple of advisors a few years ago and now adds two or three a year.

M&A

Modera Wealth to buy $750M RS Crum

The nine-person RS Crum team joins Modera, giving the $17.7 billion RIA its first West Coast office.

Private Wealth DailyThe morning edition

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

Free. Every morning. Unsubscribe from any edition in one click.

From other sections

AdvisorsWealthcare, Mariner pitch 1099 affiliation to advisors fed up with Form ADV work
RetirementHouse bill caps tax-free 401(k) home withdrawals at $40,000 or 40%
Real EstateCushman's Mosler says Class A demand is lifting Class B leases