On January 29, 2024, Kestra Private Wealth Services announced the merger of Evoke Wealth Management and Maven Bridge Capital.
Kestra Private Wealth Services (“Kestra PWS”) announced on January 29, 2024 that Evoke Wealth Management (“Evoke”) merged with Maven Bridge Capital (“Maven Bridge”). Both firms joined Kestra PWS in 2021. Further terms of the deal were not disclosed.
Kestra PWS, based in Austin, Texas, is a subsidiary of Kestra Financial and registered investment advisor. Kestra PWS has over $4.4 billion in assets under management. Kestra Financial based in Austin, Texas, is an independent broker dealer providing a financial services platform and investment advisory services.
Evoke, based in Montclair, New Jersey, is a fee-only independent financial planning firm that provides investment solutions and financial planning services to institutional and retail clients.
Maven Bridge, based in Brea, California, is a financial planning firm that focuses on serving widowed women and family-owned small businesses.
To read the press release: please click here.