What changed

IAM Advisory joined Wealthcare Advisory Partners, adding eight advisors, five operations staff members and $550 million in AUM in Pennsylvania, keeping its brand and equity through a revenue buy-down arrangement.

Reported / discovered

Sep 11, 2026

Effective

Not reported

New role

President and Managing Partner

Previous role

Not reported

Market

Not reported

Reported book

$550M

Reported team size

8 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.