Arc Private Wealth, a northwest Ohio wealth management firm with over $400 million in client assets, has joined the Kestra Private Wealth Services platform.
A registered investment adviser subsidiary of Kestra Financial, Inc., Kestra Private Wealth Services is a Austin, Texas-based, hybrid registered investment advisor supporting independent financial professional teams across the nation.
With $427 million AUM, Arc Private Wealth offers services including wealth management and retirement planning, according to a news release. The firm’s locations in northwest Ohio include Oregon, Ohio, Waterville, Ohio, and Upper Sandusky, Ohio. Founders Dave Riggenbach, Adam Lublin, Amy Fredritz and Dylan Clement collectively have over 40 years of wealth management experience. The team also includes five support staff.
Providing a “full-service support model,” Kestra PWS helps advisors transition from wirehouses and W-2 roles and will oversee Arc Private Wealth’s move to an independent business. Its support covers all aspects of transition, including office setup and compliance, allowing advisors to focus client service and business growth.
“We prioritize client relationships, and when going independent, we were looking for a partner firm that shares these values,” said Dave Riggenbach, co-founder and wealth advisor at Arc Private Wealth. “By joining Kestra PWS, we’re able to serve our clients with a high-touch, white-glove experience and provide them access to high quality investment platforms and products.”
Kestra PWS has assisted more than 125 financial professionals and more than 50 single- and multi-team offices in achieving independence with its full-service support model.
