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Monday, October 5, 2026The Morning Brief →Sign in
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Precision Fiduciary Partners

AUSTIN, TX
CRD: 149694
In PWD coverage since August 18, 2026 · 2 stories
$24.1BRegulatory AUMSEC Form ADV · Oct 3
17EmployeesForm ADV
Regulatory AUM · Aug 22 – Oct 3
PWD coverage
advisers

LeafHouse's last symposium closes the year its advice business sold

The fiduciary layer keeps consolidating while the platform layer keeps the capital, and the final LNRS is the most legible move either side has made.
plans · Aug 18Mesirow buys flexPATH's 3(38) book in second fiduciary deal
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