LPL Financial LLC, the nation’s largest independent broker-dealer, announced that the team at Artiea Capital Management has joined LPL Financial’s broker-dealer, RIA and custodial platforms.
Artiea reported having served approximately $630 million in advisory, brokerage and retirement assets, and join LPL from Wells Fargo Financial Advisors Network.
Based in Westlake Village, California, Artiea Capital Management was formed in 2011. Leadership includes partner financial advisors Paul Artof, Joel Chitiea, Jason Artof, and Jamie Wood. The team includes wealth advisor Cassandra Mettlen, paraplanner Scott Davis, senior registered client associate Rosalyn Weihe and client services associate Melinda Heydon.
“We’re an ensemble practice, and each partner’s diverse background and training brings a breadth of knowledge and focus to Artiea Capital Management,” said Wood. “We focus on giving complex comprehensive advice, and each one of us has our own specialty, whether it be fixed income, investment portfolio management, financial planning, insurance protection, tax-based investing, or intergenerational wealth transfer, among other services. We work together using our specific talents to pursue positive outcomes for our clients.”
The company says it also appreciates access to more planning tools and choice in CRMs, along with additional reporting and research resources.
“On behalf of the entire LPL community, I extend a warm welcome to Artiea Capital Management,” said Scott Posner, LPL executive vice president, business development. “We are proud that our integrated platform serves as a differentiator for this team. We are committed to delivering value in affiliation with LPL by making ongoing investments in the technology and innovative solutions designed to help advisors thrive. We thank Artiea Capital Management for their new partnership and look forward to supporting them for many years to come.”
LPL supports more than 21,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide.