ria
Summitry
FOSTER CITY, CA
CRD: 128586
In network coverage since October 6, 2026 · 1 story
$3.4BRegulatory AUMSEC Form ADV · Oct 24
46EmployeesForm ADV
Regulatory AUM · Oct 10 – Oct 24
Network coverage
M&A
Aspen Standard Wealth buys Cullen Investment Group, its fourth deal of 2026
The Lafayette RIA manages more than $1 billion, and the acquisition lifts the assets Aspen claims across its affiliates past $16.5 billion.