The broker-dealer and RIA platform formerly known as CoastalOne has been adding strength to its leadership team since it rebranded in January.
Realta Wealth has approximately 160 advisors nationwide managing more than $3 billion in client assets and rebranded to reflect a new phase in a journey which began in 1989. In the months since, CEO Kevin M. Keefe has been joined by a new chief operating officer and chief financial officer.
Last week, Tim Bowman was announced as the Delaware-headquartered firm’s new CFO, joining from Prime Trust, where he was CFO for the financial infrastructure platform. His previous roles include senior vice president of finance at Cetera, head of financial planning and analysis at KCG Holdings and CFO at Arxis Capital Group.
"Tim has a stellar track record of helping financial services firms achieve outsized growth, and doing so with fiscally sound approaches," Keefe said. "With more than 30 years of experience, he understands how to deliver results in a complex and dynamic environment to create value for advisors and their clients."
Industry veteran Mark Helliker joined Realta as COO in January, with experience including interim COO at Avantax, and managing director and management committee member at LPL Financial.
The firm has also established its first corporate advisory board led by Larry Roth, managing partner of RLR Strategic Partners, as board chairman.
The board’s role is to assist senior leadership in developing a long-term offering strategy as Realta continues its transformation and to consult on a technology stack for the firm’s advisor network. The board includes Joseph Kuo, CEO and founder of Haven Tower Group, and Mike Zebrowski, COO at Docupace.
Docupace is one of the top filing compliance solutions RIAs trust to stay organized and compliant. Read more here.
"We're honored that such a distinguished group of industry heavyweights accepted our invitation to join the Advisory Board," said Keefe. "Each is a respected leader and influencer in the wealth management space. Larry has unparalleled experience running and transforming large enterprises and consulting on mergers and acquisitions that have changed the face of the industry.”
Copyright Bloomberg News
A recently settled lawsuit over Vanguard’s first-ever acquisition named a current sales executive at Altruist, the RIA custodian that Vanguard just bought for $4.6 billion.
Advisors who lead with cost savings when pitching pooled employer 401(k) plans may be underselling — and misrepresenting — the fiduciary value.
The Minneapolis-based consolidator's addition of a $345 million Anchorage RIA comes as small sellers navigate a volatile 2026 deal market.
He says the account portal went dark just as he tried to check what he owned.
Six insiders sold more than $30 million in stock before shares fell about 45%.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
