Stratos Wealth increases stake in BWM Financial
The Ohio-based RIA's total ownership share in BWM rises to 33% after its initial investment two years ago.
Stratos Wealth Partners, a Beachwood, Ohio-based registered investment adviser overseeing $18.61 billion, has increased its minority equity stake in San Diego-based BWM Financial, which advises on $1.5 billion.
“After making a strategic investment in BWM Financial two years ago, Stratos is exci
Learn more about reprints and licensing for this article.