Advisers on the Move

Ameriprise duo managing $200 million sets up RIA through Integrated Partners ​

Homer Smith and Dave Stuehling create Konvergent Wealth Partners in Seattle

Nov 13, 2019 @ 1:17 pm

By InvestmentNews

Homer Smith and Dave Stuehling have created Konvergent Wealth Partners, which is the business name for their advisory team that is affiliated with Integrated Partners' registered investment adviser.

[More:See more adviser moves in InvestmentNews' Advisers on the Move database.]

The advisers, who are based in Seattle, Wash., and Bend, Ore., managed $200 million as the hybrid Hearthstone Wealth Management, which was affiliated with Ameriprise.

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Konvergent has selected Fidelity as its custodian.

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