Severn Wealth Management

What changed

Co-founder of Severn Wealth Management; practice affiliated with Cetera via Summit Financial Networks, previously with Commonwealth.

Reported / discovered

Aug 27, 2026

Effective

Not reported

New role

Founder

Previous role

Not reported

Market

Annapolis, MD

Reported book

$160M

Reported team size

4 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

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.