Duffy Mathias Private Wealth

Transaction overview

Reported joined

Exact closing date not established.

In an article published May 3, 2026, Xcelsior Advisor Partners welcomed Duffy Mathias Private Wealth to its independent advisory platform. The team retained control of its business. This records an affiliation, not an asserted equity purchase; the reported $770 million in client assets and $4.6 million in annual revenue are not consideration. The exact joining day was not stated.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.