M and A
Washington Wealth Management Recruits New Advisor Firm To Platform With $220 Million AuM
Washington Wealth Management, which describes itself as an
“independent
hybrid” Registered Investment Advisor supporting fee and
commission-based
independent advisor teams, has recruited to its platform Kimball
Creek
Partners, an independent financial advisory business.
Headquartered in Bellevue, Washington, Kimball Creek Partners,
brings approximately
$220 million in assets under management, and is primarily focused
on the
Pacific Northwest region, although it represents clients across
the US, according
to a statement from Washington Wealth Management.
Prior to co-founding Kimball Creek Partners, both Dean
Bennion and Mike Vincent worked at Wachovia/Wells Fargo Advisors
for more than
a decade. Each served as a senior vice president out of the
Seattle office of Wells Fargo.
WWM has offices in San Diego,
Los Angeles and Brea,
CA; Las Vegas, NV;
Seattle, WA; Westport, CT; Middleburg, VA; and Miami, FL.