Sullivan Wealth Management Group, which was formerly part of Morgan Stanley, has joined Beverly Hills Wealth Management.
The move, announced yesterday, expands Beverly Hills Wealth’s presence in California to the Sacramento and Newport Beach markets. Beverly Hills Wealth Management is based in Los Angeles, with offices in Northern and Southern California, Arizona and Florida.
Advisor Brad Sullivan, CFP of Sullivan Wealth Management, is the son and former business partner of FOX Business financial commentator Tom Sullivan, host of The Sullivan Show.
Ed Bunting, also of Sullivan Wealth Management, is joining Beverly Hills Wealth Management, which specializes in advising ultra-high-net-worth and high-net-worth families and individuals. Bunting also is a former business associate of Tom Sullivan. Sullivan Wealth Management focuses on helping business owners align business assets with personal wealth.
Sullivan Wealth brings $110 million in assets under management to the Beverly Hills Wealth platform.