FUNDRAISING NEWS | January 09, 2025
LPL Financial announced that the Medford, OR-based father-son team of Lewellyn Financial Management has joined its broker-dealer, RIA, and custodial platforms, transitioning from Osaic where they reportedly managed $320M in assets.
Established in 1995 by Bart Lewellyn, Lewellyn Financial provides investment services, retirement planning, and insurance strategies to a broad range of clients. Bart’s son Alex joined the firm in 2012 and serves as its chief financial officer.
Upon joining LPL, Lewellyn Financial underwent a rebranding and will operate as Lewellyn Wealth.
