
Integrated Partners Draws $600M Ex-Ameriprise FA Team
Integrated Partners, a hybrid registered investment advisor, has acquired a Colorado-based RIA with about $609 million in assets under management.
Denver-based Brick by Brick Wealth Advisors, led by Kent Zeidman, includes financial advisor Darren Levinthal and provides wealth management, financial planning, investment management, retirement planning, risk management, and tax optimization services.
The team, which joined Integrated Partners on March 27, was previously registered with Ameriprise Financial.
Brick by Brick Wealth Advisors also includes advisors Erica Hinrichs and Cody Bartusiak, and five additional members.
“We’ve built a well-respected and trusted practice designed to serve clients for generations, and now we’re ready to unlock our next chapter of growth,” Zeidman said. “Integrated provides the perfect balance of partnership and independence we need to move up market while preserving the personalized service our clients expect.”
In January, Integrated Partners added Lawrence, KS-based Pisces Wealth, which oversees about $300 million in assets under management.
Boston-based Integrated Partners manages $25 billion in assets under advisement and serves over 220 advisors across 116 offices, the firm said.
Pictured: Brick by Brick Wealth Advisors
