confirmedFeatured MoveWirehouse → RIA

Axiom Wealth Partners

Merrill LynchRockefeller Capital Management
Monday, January 1, 2024
AUM

$5.1B

Team Size

26

Location

Grand Rapids, MI

Region

Midwest

HNWMerrill LynchRockefeller26-person teamGlobal Family Office
Destination Firm

Rockefeller Capital Management

Typeria
Advisors—
Total AUM~130B
Net 30d+4
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