confirmedRegional → RIA

Lewis Wealth Partners

Truist WealthRockefeller Capital Management
Thursday, February 1, 2024
AUM

$1.8B

Team Size

10

Location

Richmond, VA

Region

Southeast

HNWTruistRockefellerRichmond10-person team
Destination Firm

Rockefeller Capital Management

Typeria
Advisors—
Total AUM~130B
Net 30d+4
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