Wealth Management Industry News
A collection of Wealth Management latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Ventum Financial Launches 'Ventum Black,' Unlocking Opportunity and Redefining Wealth Management as a Lifestyle
Exclusive membership program connects clients with premium brands, curated experiences, and cultural access TORONTO, Nov. 19, 2025 /CNW/ - Ventum Financial Corp. ('Ventum') has announced the launch of Ventum Black, a client membership program…
OneVest Expands Multicurrency Capabilities, Strengthening Global Wealth Management Operating System
NEW YORK, Nov. 19, 2025 /CNW/ - OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, today announced the expansion of its multicurrency…
GTCR to acquire private wealth manager Fiduciary Trust Company
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Robinhood Markets, Inc. $HOOD Shares Bought by Brown Wealth Management LLC
Brown Wealth Management LLC raised its holdings in Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) by 74.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The…
Brown Wealth Management LLC Boosts Stake in Tesla, Inc. $TSLA
Brown Wealth Management LLC lifted its holdings in shares of Tesla, Inc. (NASDAQ:TSLA - Free Report) by 89.0% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,266 shares of the…
Western Wealth Management LLC Purchases New Stake in IonQ, Inc. $IONQ
Western Wealth Management LLC purchased a new position in IonQ, Inc. (NYSE:IONQ - Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased…
Western Wealth Management LLC Invests $673,000 in Deckers Outdoor Corporation $DECK
Western Wealth Management LLC purchased a new position in shares of Deckers Outdoor Corporation (NYSE:DECK - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission…
Western Wealth Management LLC Boosts Holdings in BWX Technologies, Inc. $BWXT
Western Wealth Management LLC raised its position in BWX Technologies, Inc. (NYSE:BWXT - Free Report) by 131.9% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned…
Western Wealth Management LLC Grows Stock Holdings in Morgan Stanley $MS
Western Wealth Management LLC raised its holdings in shares of Morgan Stanley (NYSE:MS - Free Report) by 36.2% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,855…
Kingsview Wealth Management LLC Sells 5,056 Shares of Robinhood Markets, Inc. $HOOD
Kingsview Wealth Management LLC cut its holdings in shares of Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) by 14.6% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC).
Kingsview Wealth Management LLC Buys 3,889 Shares of Tapestry, Inc. $TPR
Kingsview Wealth Management LLC boosted its stake in shares of Tapestry, Inc. (NYSE:TPR - Free Report) by 8.9% in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 47,685 shares of the luxury…
Brown Wealth Management LLC Acquires 131,059 Shares of Altimmune, Inc. $ALT
Brown Wealth Management LLC increased its holdings in Altimmune, Inc. (NASDAQ:ALT - Free Report) by 131.0% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned…
Kingsview Wealth Management LLC Buys 1,809 Shares of Applied Materials, Inc. $AMAT
Kingsview Wealth Management LLC raised its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT - Free Report) by 12.2% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned…
Brown Wealth Management LLC Acquires Shares of 1,390 Oracle Corporation $ORCL
Brown Wealth Management LLC bought a new position in Oracle Corporation (NYSE:ORCL - Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor bought 1,390 shares of the enterprise…
Kingsview Wealth Management LLC Boosts Stock Holdings in Northrop Grumman Corporation $NOC
Kingsview Wealth Management LLC increased its position in shares of Northrop Grumman Corporation (NYSE:NOC - Free Report) by 7.8% during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned…
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