Team move
Shafer Block Wealth Management
UBS → NewEdge Wealth
What changed
UBS managing director since 2005; moved with the eight-person Shafer Block Wealth Management team to NewEdge Wealth's new Wayzata, MN office.
- Reported / discovered
- Sep 15, 2026
- Effective
- Not reported
- New role
- Managing Director
- Previous role
- Not reported
- Market
- Wayzata, MN
- Reported book
- $1.3B
- Reported team size
- 8 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 15, 2026 · Reporting
Private Wealth Daily ↗Sep 15, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
2 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled