Team move
Bucholtz Germo
Commonwealth Financial Network → &Partners
What changed
David Bucholtz is founder and managing director of Bucholtz Germo, a Willoughby Hills, Ohio-based practice with $352M in prehire assets that joined &Partners from Commonwealth Financial Network.
- Reported / discovered
- Sep 11, 2026
- Effective
- Not reported
- New role
- Founder and Managing Director
- Previous role
- Not reported
- Market
- Willoughby Hills, OH
- Reported book
- $352M
- Reported team size
- 5 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
InvestmentNews ↗Sep 11, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled