Subscribe

Marshall Wealth Management Group has a new name for a new beginning

The Cadaret Grant-affiliated firm in Los Gatos, California, manages almost $370 million.

An independent wealth management firm headquartered in California is beginning a new chapter of its story, with a new name.

The $370 million Marshall Wealth Management Group is now called Novus Wealth Group, with the name reflecting the growth of the firm since it was founded by Brad Marshall. Th

Subscribe or log in to read the rest of this content.

Related Topics: ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

SEC charges Silvergate Capital Corporation, former execs with misleading investors

The firm and two individuals have settled, but CFO will fight to clear his name.

Kovitz set to exceed $24B AUM as new combination is announced

Focus Financial firm is preparing for another major tie-up.

How much income does the average American believe means financial security?

Spoiler alert: it's way more than most people make.

Asset manager taps former Vanguard $274B PM to lead ETF operations

After 14 years with Vanguard, Awais Khan has a new role.

Private Advisor Group picks up $155M advisor in Rochester, New York

The practice works with investors at some big-name organizations.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print