confirmedFeatured MoveWirehouse → Wirehouse
Bartoli Private Wealth Management Group
Morgan StanleyWells Fargo Advisors
Wednesday, May 6, 2026
AUM
$1.5B
Revenue
$9.1M
Team Size
5
Location
Lemoyne, PA
Region
Northeast
Morgan StanleyWells FargoWealth ManagementPennsylvania
Deal Terms
Total Package
350%
of T12 revenue
Upfront
300%
at signing
Forgiveness
5
years
Equity
Not included