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FUNDRAISING NEWS | December 10, 2024

Kestra Partner Coastline Stakes NY, Chicago Advisors

Tags: RIA, Mergers / Acquisitions

Kestra Financial announced that partner firm Coastline Wealth Management finalized the partial acquisitions of Florida, NY-based Myles Wealth Management and Chicago-based Stensland Financial Group.

The deal marks the eighth acquisition of Coastline for 2024, making its total number of locations in the country to 12. Myles and Stensland collectively add approximately $300M to Coastline’s client assets, increasing the firm’s AUM to $3.5B.

Following the investment, the firms will continue to operate independently and preserve existing client relationships. 

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Written By: Dakota

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