An acquisition of 49 percent of JRS Asset Management means Söderberg & Partners will get additional skills and experience in wealth management. However, JRS will continue to operate under its own brand.
This post originally appeared on AM Watch.
Angeles Wealth Completes Deal Debut, Adds Family Office Arm
January 14, 2026
California-based RIA Angeles Wealth Management has completed its first acquisition, purchasing a boutique family office firm to form a new affiliate, Angeles Family Office (AFO).
