BKFi, with minority investor Accelerated Wealth Partners, acquires Wealth With Options

BKFi, a New York-based registered investment adviser serving technology industry professionals, has completed its first acquisition, bringing San Diego-based Wealth With Options into the firm. Jackie Lewis, CFP, MBA, and Ryan Goldenhar, CFA, CFP, join BKFi as partners.

Wealth With Options adds about $225 million in assets under management and extends BKFi's footprint to the West Coast, closer to technology hubs where many of its clients work. BKFi was founded in 2018 by AJ Ayers and Shane Mason and advises employees at companies including Palantir, Anthropic, Spotify and SpaceX on RSUs, stock options and concentrated equity positions.

Lewis and Goldenhar bring private banking and trust backgrounds. Ayers said the deal makes BKFi "better, not just bigger," and BKFi has said it plans further mergers in 2027 and beyond, selected on culture and client fit rather than scale alone.