Osaic Expands in Tampa (FL) with $235M Payant Wealth

Osaic announced that Sun City Center, FL-based Payant Wealth Management Group, with $235M in regulatory assets under management as of November 7, 2024, has joined its W2 employee affiliation channel, expanding the firm’s presence in the greater Tampa market.

Payant Wealth was founded in 2004 by veteran advisor Thomas Payant, who has nearly 50 years in the industry after beginning his career at CG Equity Sales in 1977.

Payant’s entire team, including financial advisors Glenn Krcmaric, Jay Mulligan, and Jonathan Wilkins, will move in the transition to Osaic. He is expected to remain fully involved with the team, providing continuity with clients and mentorship for the team.

Written By: Dakota

The Database For Cold Outreach to Reach Institutional and RIA Investors

Book A Demo

Osaic Expands in Tampa (FL) with $235M Payant Wealth

Subscribe

Related Content

Mission Wealth Acquires $235M NorCal RIA JLFranklin Wealth Planning

LACERS Commits $235M to Alts

Montana Board Commits $235M to Alternatives

The Database For Cold Outreach to Reach Institutional and RIA Investors

Address

Products & Services

Resources

Events

Company