Washington Wealth Management, an independent hybrid RIA based in San Diego, announced Tuesday that it was affiliating with LPL Financial.
WWM is a 15-advisor team that manages about $750 million in client assets. The firm works with wirehouse veterans with at least $1 million in annual revenues to provide an open architecture approach to fee- and commission-based products.
“Washington Wealth Management is focused on one overarching mission: Setting experienced wirehouse financial advisors free,” Rob Bartenstein, CEO of WWM, said in a statement. “Our management team is comprised of wirehouse veterans who are each deeply committed to the success of wirehouse advisors seeking independence.”