BKFi, with minority investor Accelerated Wealth Partners, acquires Wealth With Options
San Diego advisory team Wealth With Options, with about $225 million in assets, joins the New York tech-focused RIA BKFi.
Accelerated Wealth Partners
1 deals covered
1 add-on
Most recent deal Wednesday, November 4, 2026.
Platforms: BKFi (1 add-on)