WEALTHMANAGEMENT.COM | SEPTEMBER 30, 2026
WealthManagement.com reports on the Cullman/Holt Group’s departure from UBS to join Ascend Advisory Group, an established Wells Fargo FiNet-affiliated practice in Ohio.
The seven-person group, led by Jeff Cullman and Bruce Holt, oversaw approximately $1.3B in assets. The article places the move in the context of UBS advisor departures and Wells Fargo FiNet’s recruitment of large advisory teams.
A $1.3B UBS team chooses an established independent practice.
Move at a glance
Ascend, led by Tony Reilly, offers the team an independent affiliation backed by an established advisory organization and the capabilities of the FiNet platform.
For a closer look at the team’s decision and Diamond Consultants’ role, read our Cullman/Holt Group transition case study.
