Breakaway
Fathom Advisors
Ameriprise Financial → Fathom Advisors
What changed
Left Ameriprise after 30 years to launch Fathom Advisors as CEO.
- Reported / discovered
- Sep 16, 2026
- Effective
- Not reported
- New role
- CEO
- Previous role
- Not reported
- Market
- Bloomington, MN
- Reported book
- $1.3B
- Reported team size
- 23 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
WealthManagement.com ↗Sep 16, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled