ria
Wealth Care
CRD: 125799
In network coverage since October 1, 2026 · 7 stories
$669MRegulatory AUMSEC Form ADV · Oct 3
3EmployeesForm ADV
4Deals on our tracker
-5Talent net · 12 months0 in · 5 out
Observed recruiting events · 12 monthsOn the wire →
Net -5 · 0 incoming events · 5 outgoing events
Arrivals
None tracked.
Departures
Steven D. Podnos
Oct 2 · to HB Wealth
Rachel Podnos O'Leary
Oct 2 · to HB Wealth
Lauren Podnos-Garner
Oct 2 · to HB Wealth
Lauren Podnos-Garner, CFP®
Oct 1 · to HB Wealth
Rachel Podnos O’Leary, JD, CFP®
Oct 1 · to HB Wealth
Deal recordFull tracker →
Sep 29, 25Deal closedHB Wealth · $700M
Network coverage
Deals & PE
Concurrent announces $5.4B Spire purchase and $3B–$10B platform target
Concurrent's first platform purchase adds more than 30 advisor teams and lifts pro forma assets to $28.6 billion.