Citrus Wealth Management

What changed

Part of Citrus Wealth Management, a Redlands, CA practice with approximately $230M, joining Ascentis Independent Advisors from Raymond James Financial Services.

Reported / discovered

Oct 8, 2026

Effective

Not reported

New role

Branch Associate

Previous role

Not reported

Market

Redlands, CA

Reported book

$230M

Reported team size

3 people

Named people

3

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

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

8 observations consolidated into one event.