THINKADVISOR | OCTOBER 1, 2026
ThinkAdvisor covers the Cullman/Holt Group’s transition from UBS to Wells Fargo Advisors Financial Network through Ascend Advisory Group in Ohio.
Led by Jeff Cullman and Bruce Holt, the group manages approximately $1.3B in client assets. Its move to an established independent practice illustrates one of the paths available to wirehouse advisors considering a different business model.
UBS → Ascend Advisory Group / Wells Fargo FiNet | $1.3B
Move at a glance
Diamond Consultants worked with the team throughout its evaluation of independence and the transition to Ascend.
For a closer look at the team’s decision and Diamond Consultants’ role, read our Cullman/Holt Group transition case study.
