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Deals Of The Day: The Latest In Wealth Management M&A – Steward Partners

Editorial Staff

29 March 2023

has welcomed Ensign1 Wealth Partners, a firm based outside Salt Lake City, as its first partner in Utah. 

Led by Jed Dewsnup and Stephen Calder, the four-person team is based in Farmington, Utah.

Ensign1 has chosen BNY Mellon | Pershing as their custodian for the almost $500 million in client assets on which they advise.

“We have a strong pipeline nationwide and, with our multi-custodial offering as well as an attractive affiliate option, we expect this to be another record year for growth at Steward Partners," Jim Gold, CEO, and co-founder of Steward Partners, said. 

Steward Partners, an RIA firm, was launched in 2013.