Kestra Affiliate With $300M AUM Adds Adviser, Rebrands as Riverside Private Wealth Management
Kestra Private Wealth Services, a registered investment adviser subsidiary of Kestra Financial Inc., added Worth Trainor to its community of independent financial professionals. This is in partnership with Stuart, Fla.-based firm, The Sade Group Private Wealth Management – now Riverside Private Wealth Management – which joined the Kestra network in 2015.
The firm is led by Scott Sade, founder and managing director, and provides comprehensive financial services to a diverse range of families and businesses. In addition to Trainor and Sade, the firm includes Jody Zirn, portfolio manager, and Robin Miley, office manager.
Trainor brings to the firm over two decades of experience as a financial professional, on top of a 10-year career as a senior vice president at UBS from 2014 to 2024. He joins The Sade Group, now Riverside, as a managing partner. Collectively, Trainor and Sade oversee over $300 million in assets under management.
“The opportunity to join Scott and his team in an independent setting is so exciting,” said Trainor. “Scott and I are completely aligned in terms of building out the best client experience, providing retirement, investment, estate, insurance and tax services to help our clients achieve success.”
With this expansion, Riverside Private Wealth Management said it will be able to offer multiple points of contact for clients, while better leveraging the resources that Kestra PWS offers – increasing the firm’s leverage while maintaining its boutique feel.
“We’re excited to welcome Worth to the team,” said Sade. “Bringing on a partner with such an extensive background will only increase the capabilities we’re able to provide our clients.”
In August 2024, Kestra PWS and its partner – Alexandria, Va.-based HF3 Wealth Partners – brought on Rachel Eisenhart CFP, ChFC, AAMS to its community of independent financial professionals. Overseeing $87 million in client assets, Eisenhart brought HF3’s total assets under management to just over $200 million.
In June 2024, Kestra PWS announced the addition of Ohio-based Attain Wealth Partners, formerly with Merrill Lynch. At the time, Attain oversaw $500 million in client assets.
“Here at Kestra PWS, enabling opportunities for our existing firms to continue scaling and growing is one of our most unique differentiators,” said Rob Bartenstein, senior managing director and chief executive officer of Kestra PWS. “Going independent is not only an exciting next step for Worth but exemplifies the nature and devotion of our management team to continue assisting our partners in adding like-minded advisers to their firms.”
Kestra Private Wealth Services LLC is a hybrid registered investment adviser headquartered in Austin, Texas, and supporting independent financial professional teams across the nation. Kestra PWS empowers advisers to transition from wirehouses and W-2 roles to independent businesses and has helped more than 125 financial professionals and more than 50 single- and multi-team offices across the country find independence with their full-service support model.
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