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Est. 2026The front page of wealth managementNew York

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Moves

Ex-UBS Team Creates $3.6B RIA With Elevation Point Backing

By Diana Britton · WealthManagement.com ·

Image: WealthManagement.com

A Fort Worth team left UBS with $3.61 billion in assets to launch Cleros Wealth Partners, with backing from Elevation Point and custody through Goldman Sachs.

Summary as published by WealthManagement.com
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