Team move
Long Island Wealth Management
Long Island Wealth Management → Captrust Financial Advisors
What changed
Founder of Long Island Wealth Management joins Captrust as the two acquired RIAs merge.
- Reported / discovered
- Sep 23, 2026
- Effective
- Not reported
- New role
- Founder, Long Island Wealth Management
- Previous role
- Not reported
- Market
- Melville, NY
- Reported book
- $1.2B
- Reported team size
- 7 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 23, 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