Washington Wealth Management LLC, a San Diego based investment advisory firm, said it recruited two West Coast investment adviser groups to its platform: California Wealth Transitions and Overlake Partners.
The addition of the two firms brings WWM’s platform of assets under management to more than $1 billion. Over the past 12 months, WWM increased its assets under management by about 900 percent, the company said.
California Wealth Transitions, based in San Diego, is led by President Keith Brandt, who has about 30 years in the industry.
Overlake Partners, based in Bellevue, Wash., is led by John Wilbourne, who has about 18 years in the industry.
In addition, WWM operates offices in Los Angeles; Las Vegas; Seattle; Westport, Conn.; Middleburg, Va.; and Miami.
— SDBJ Staff Report