Business combination · Activity not yet classified

Redstone Wealth Management Group

Transaction overview

Reported joined

Announced:

Exact closing date not established.

Wedbush reported that Redstone Wealth Management Group joined its Wealth Management division from UBS Financial Services.

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.

Source evidence

  1. Redstone Wealth Management Group Joins Wedbush, Expanding Wealth Management Presence in the Southeast ↗

    Wedbush · Published Sep 10, 2026

    Reports that the established four-person Redstone Wealth Management Group joined Wedbush from UBS Financial Services.

No firms selected for comparison.
Redstone Wealth Management Group · RIA Monitor