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FUNDRAISING NEWS | December 03, 2024

$427M Ohio Practice Arc Private Wealth Joins Kestra

Tags: Personnel, Financial Advisor Move

Kestra Private Wealth Services announced that Northwest Ohio financial advisory Arc Private Wealth has joined the Kestra Financial subsidiary’s platform, adding $427M of client assets under management.

Arc PW operates out of three Ohio locations in Oregon, Waterville, and Upper Sandusky, and is led by a group of four founders: Dave Riggendach, Adam Lublin, Amy Fredritz, and Dylan Clement. The group brings more than 40 years of collective experience in wealth management and will be joined in the move by a support staff of five. 

Source: https://www.businesswire.com/news/home/20241203477033/en/Kestra-Private-Wealth-Services-Adds-427-Million-Arc-Private-Wealth

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