Washington Wealth Management, the San Diego, Calif. based independent hybrid Registered Investment Advisor, today announced it has recruited two West Coast advisory teams, California Wealth Transitions and Overlake Partners. Upon completion of this addition by the end of 2012, Washington Wealth Management will reach over $1 billion in recruited assets under management, representing a 900% increase since December 2011.
Rob Bartenstein, chief executive officer of Washington Wealth Management, said these newly added practices represent an outstanding recruiting year and he is delighted these teams chose to affiliate with and share in the firms vision.
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