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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Indivisible Partners

CLEARWATER, FL
CRD: 332431
In network coverage since October 9, 2026 · 8 stories
$2.1BRegulatory AUMSEC Form ADV · Oct 24
24EmployeesForm ADV
1Deals on our tracker
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Oct 10 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Rosenwald Private Wealth
Oct 9 · from RBC Wealth Management
Departures
None tracked.
Deal recordFull tracker →
Oct 8, 26Deal announcedRosenwald Private Wealth · $1.1B — coverage
Network coverage
Moves

RBC hires Shawn Bernhard for Texas South; DPL names two

Mark Forman and Kendal Wetzel join the commission-free annuity platform as it approaches $7 billion in assets under administration.
Moves · Oct 19LPL adds $5.4 billion in advisor teams; Indivisible recruits $1.1 billion RBC group
Moves · Oct 16HighWater Wealth's $2.4 billion U.S. Bank exit leads five team moves worth $8.66 billion
Moves · Oct 14Rosenwald Private Wealth's $1.1B Baltimore team joins Indivisible Partners from RBC
Recruiting & transitions · Oct 13Wirehouse recruiting packages reach up to 425% of revenue, Diamond report says
Recruiting & transitions · Oct 12Indivisible, launched by former Merrill executives, adds $1.1 billion RBC team in Baltimore
Moves · Oct 12UBS leads 30-day advisor departures; Cetera Planning Partners leads arrivals
RIA · Oct 9Rosenwald Private Wealth joins Indivisible Partners with $1.1 billion
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