Breakaway
Turquoise Private Wealth
Ameriprise → Wells Fargo Advisors FiNet
What changed
Left Ameriprise to establish Turquoise Private Wealth under Wells Fargo FiNet, overseeing approximately $140 million.
- Reported / discovered
- Aug 21, 2026
- Effective
- Not reported
- New role
- Founder
- Previous role
- Not reported
- Market
- Woodland Hills, CA
- Reported book
- $140M
- Reported team size
- 1 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 ↗Aug 21, 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