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Breakaway

Turquoise Private Wealth

Ameriprise → Wells Fargo Advisors FiNet

Reported

What changed

Left Ameriprise to establish Turquoise Private Wealth under Wells Fargo FiNet, overseeing approximately $140 million.

Reported / discovered
Aug 21, 2026
Effective
Not reported
New role
Founder
Previous role
Not reported
Market
Woodland Hills, CA
Reported book
$140M
Reported team size
1 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

InvestmentNews ↗Aug 21, 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
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