Wells Fargo Loses $500M Team to Steward Partners

News Room
1 Min Read

Steward Partners, a fast-growing wealth management firm, recruited a four-person team that oversaw approximately $500 million in client assets at Wells Fargo.

Ensign Wealth Partners, based in Farmington, Utah, expands Steward’s footprint in the American West and underscores the appeal of the firm’s new multi-custodian status. Ensign advisors Stephen Calder and Jed Dewsnup say they were drawn to Steward Partners in part because they could custody client assets at Pershing. 


Read the full article here

Share this Article
Leave a comment

Leave a Reply

Your email address will not be published. Required fields are marked *