Advisers with $393 million in AUA join Integrated Financial Partners

Advisers with $393 million in AUA join Integrated Financial Partners
Three of the five hybrids are located near San Diego; two are in Louisville, Ky.
FEB 07, 2019

Five hybrid advisers, with assets under administration of $393 million, have joined Integrated Financial Partners, a $5.6 billion platform for hybrids based in Waltham, Mass. (More:​ Hybrid team managing $350 million joins LPL from Kestra) The advisers are Brad Tedrick, president of Vantedge in Carlsbad, Calif., which has $80 million in AUA; Jeremy Gottlieb, of Gottlieb Wealth Management in Carlsbad, Calif. ($100 million in AUA); Saleah Hewitt of InvestEd Consulting in Charleston, S.C., and LaJolla, Calif. ($53 million); and Brian Dawahare and Jay Dortch in Louisville, Ky., who had $160 million in AUA at FSG.

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