Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Truing Capital Advisors moves from UBS to Elevation Point Wealth Partners with $750M in assets

Las Vegas, NV

Truing Capital Advisors team page →

From · Wirehouses, Banks & BDs UBS traditional channel To · RIA Elevation Point Wealth Partners independent channel

Summary

Truing Capital Advisors, the Las Vegas practice of Russell Price and Sam Mineo that operated as MPI Wealth Management at UBS, went independent with a minority investment from Elevation Point and about $750 million in assets.

Sources

6

PR Newswire	$750M Truing Capital Advisors Launches in Las Vegas as Independent Firm Serving Business Owners & Families · October 20, 2026
Financial Advisor	Elevation Point Lures Las Vegas Team Overseeing $750M From UBS · October 21, 2026
InvestmentNews	Elevation Point backs $750M UBS breakaway Truing Capital in Las Vegas · October 21, 2026
Citywire	Elevation Point stakes $750m UBS breakaway team · October 20, 2026
Wealth Management	Elevation Point Stakes $750M Ex-UBS Team in Las Vegas · October 20, 2026
Financial Advisor IQ	$750M UBS FA Team Goes Indie with Elevation Point · October 21, 2026

More arrivals at Elevation Point Wealth Partners

Full profile →

Patrick Keller, Andrew C. Keller Inscription Capital · July 13, 2026 Undisclosed David Krunch Kloberdanz UBS · February 18, 2026 $1.0B Forta Wealth Partners Merrill Lynch · January 27, 2026 $900M Harbor View Private Wealth UBS · January 13, 2026 $1.3B