From Pulse 2.0 · Amit Chowdhry · · 50s
Partners Adds $838M Wells Fargo Wealth Team
Partners recruits Crown Legacy Wealth, an $838 million Wells Fargo team, boosting its national reach.
In brief
Partners recruits Crown Legacy Wealth, an $838 million Wells Fargo team, boosting its national reach. Partners added Crown Legacy Wealth, an $838 million wealth management practice from Wells Fargo, to expand its national network. Originally reported by Pulse 2.0.
Partners Adds Crown Legacy Wealth
Partners, a hybrid broker-dealer and registered investment advisor founded by former Wells Fargo executives, added Crown Legacy Wealth, an $838 million wealth management practice based in Bellevue, Washington.
Crown Legacy Wealth Leadership
Crown Legacy Wealth is led by Thomas Faley and Jason Eckerman, who previously spent approximately a decade at Wells Fargo.
Partners' Expansion Strategy
The move strengthens Partners’ presence in the Pacific Northwest while extending its expansion through recruitment of established financial advisory teams.
Partners' Asset Growth
Partners reported approximately $60 billion in assets as of the end of July 2026 with 123 affiliated advisor practices.
In short
Partners added Crown Legacy Wealth, an $838 million wealth management practice from Wells Fargo, to expand its national network.
