Back to insights
WealthManagement.com
WealthManagement.com | Ex-UBS Team Creates $3.6B RIA With Elevation Point Backing
A Fort Worth team left UBS with $3.61 billion in assets to launch Cleros Wealth Partners, with backing from Elevation Point and custody through Goldman Sachs.
Cleros Wealth Partners works with a limited number of clients.
We are thoughtful about the clients we serve, seeking relationships where our approach can support their needs today and well into the future.
Clients looking for a highly personal advisory relationship are invited to write to us directly.
