Aspiriant acquires $350 million San Diego-based firm
HearthStone’s seven employees work with 150 clients, including affluent families and professional fiduciaries.
Aspiriant, a Los Angeles-based wealth management firm that oversees more than $14 billion in assets, said Wednesday that it has acquired HearthStone Private Wealth Management, a San Diego-based firm with $350 million in assets.
Hearthstone has seven employees and 150 clients, including affluent f
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