
Kestra Financial Onboards $225M New York FA Duo
Kestra Financial has added Erudite Wealth Management Inc., a NY-based full-service wealth management firm overseeing $225 million in assets, to its platform.
The two-person team includes David Weinstock, president and founder, and Carjin Michel, COO. The firm has more than 140 clients and seeks to grow and scale its offerings and build on its vision of becoming a legacy firm.
“The depth of industry expertise, personalized support and robust offerings that the Kestra Financial ecosystem provides is exactly what we’re looking for in a partner,” said Weinstock.
In early July, Austin-based Kestra acquired Lodi Wealth Advisors, a wealth management firm specializing in “personalized, high-touch service” with over $400 million in assets.
The Kestra Financial division includes Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC and Kestra Investment Services, LLC.
