Ameriprise duo managing $200 million sets up RIA through Integrated Partners
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Homer Smith and Dave Stuehling create Konvergent Wealth Partners in Seattle.
Homer Smith and Dave Stuehling have created Konvergent Wealth Partners, which is the business name for their advisory team that is affiliated with Integrated Partners’ registered investment adviser.
[More: See more adviser moves in InvestmentNews‘ Advisers on the Move database.]
The advisers, who are based in Seattle, Wash., and Bend, Ore., managed $200 million as the hybrid Hearthstone Wealth Management, which was affiliated with Ameriprise.
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Konvergent has selected Fidelity as its custodian.
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