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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Latigo Peak Partners

PALM BEACH GARDENS, FL
CRD: 344428
In network coverage since October 19, 2026 · 6 stories
Regulatory AUMSEC Form ADV · Oct 24
10EmployeesForm ADV
Network coverage
Moves

J.P. Morgan Advisors hires ex-Merrill's Patel for 80-advisor Southeast

Patel succeeds Janet Sweeney and reports to head Mollie Colavita, a week after two J.P. Morgan teams left to launch Latigo Peak.
Features · Oct 26The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets
Features · Oct 26Busiest RIA buyers average $679 million a deal, below the median
Features · Oct 26A buyer's deal pipeline is not collateral for an RIA sale
Features · Oct 26UBS Bought $5.3 Billion of Recruits and Lost $11 Billion
Moves · Oct 19Scott and Atwood leave J.P. Morgan Advisors, where they managed $18.6B, to launch Latigo Peak Partners
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