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Private Wealth Daily
NewsM&A

BKFi buys Wealth With Options, adding $225 million in client assets

The deal adds BKFi's first West Coast presence and a San Diego team led by founders Jackie Lewis and Ryan Goldenhar.

$225Min client assets

By the M&A desk3 min read

At a glance

  1. The $225 million is client assets rather than deal consideration.
  2. Jackie Lewis and Ryan Goldenhar founded Wealth With Options in 2019 after leaving Wells Fargo Private Bank to serve tech professionals with equity compensation.
  3. BKFi, founded by CEO Ally Jane (AJ) Ayers and Shane Mason out of Mason's CPA practice, works with executives and employees from Palantir, Anthropic, Spotify and SpaceX.

BKFi, the $700 million Brooklyn, N.Y., RIA, bought Wealth With Options, a San Diego advisory team with about $225 million in assets and two advisors, WealthManagement.com reported Nov. 4. It is BKFi's first deal since its 2018 founding and its first since selling a minority stake to Accelerated Wealth Partners earlier this year.

The $225 million is client assets rather than deal consideration. Jackie Lewis and Ryan Goldenhar founded Wealth With Options in 2019 after leaving Wells Fargo Private Bank to serve tech professionals with equity compensation. They were most recently affiliated with Mariner Independent and dropped that affiliation with this deal. BKFi, founded by CEO Ally Jane (AJ) Ayers and Shane Mason out of Mason's CPA practice, works with executives and employees from Palantir, Anthropic, Spotify and SpaceX.

Reported by the M&A desk from WealthManagement.com. Published . Corrections

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