# WealthStream Names Larry Roth To Strategic Advisory Board

> WealthStream appoints Larry Roth to strategic advisory board for enterprise strategy.
- Title: WealthStream Names Larry Roth To Strategic Advisory Board
- Summary: WealthStream appoints Larry Roth to strategic advisory board for enterprise strategy.
- Keywords: wealthstream, larry roth, strategic advisory board, advice intelligence, wealth management, ascentix partners, advisor group, cetera financial group, berkshire global advisors, fidelity wealth technologies, massmutual financial advisors, ironbridge wealth counsel
- Source: Pulse 2.0 — https://pulse2.com/wealthstream-names-larry-roth-to-strategic-advisory-board
- Author: Amit Chowdhry
- Published: 2026-10-13T22:32:17+00:00
- Read time: 1 min
- Topics: wealthstream, larry roth, strategic advisory board, advice intelligence, wealth management, ascentix partners, advisor group, cetera financial group, berkshire global advisors, fidelity wealth technologies, massmutual financial advisors, ironbridge wealth counsel
## WealthStream appoints Larry Roth
WealthStream appointed Larry Roth to its Strategic Advisory Board as the company expands its Advice Intelligence platform across the wealth management industry.
## Roth's background
Roth is Founder and Managing Partner of Ascentix Partners, a growth strategy consultancy serving wealth management enterprises, wealthtech platforms, and private market solutions providers.
## Roth's previous roles
He previously served as CEO of Advisor Group, now Osaic, and Cetera Financial Group, two large independent wealth management organizations.
## Roth's role at WealthStream
At WealthStream, Roth will advise the leadership team on enterprise strategy, market development, and strategic partnerships.
## Key takeaway

WealthStream appoints Larry Roth to strategic advisory board to scale planning standards across wealth management firms.