Source: InvestmentNews

Moneta Group: Moneta adds to Colorado footprint with latest merger - InvestmentNews

The partner-owned national RIA is expanding its presence as it merges with a $279M advisor duo from Wells Fargo.

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Est. Annual Revenue
$25-100M
Est. Employees
100-250
Thomas O'Meara's photo - Managing Partner of Moneta Group

Managing Partner

Thomas O'Meara

CEO Approval Rating

68/100

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