Core Insights - LPL Financial LLC has announced the launch of Chloey Wealth by advisors Jenna Vitosh and Natalia Paige, who collectively manage approximately $140 million in advisory, brokerage, and retirement plan assets [1][2] - The team has 20 years of combined experience, with Vitosh being a second-generation financial advisor and Paige transitioning from the medical field to financial planning [2] - Chloey Wealth aims to take a holistic approach to financial planning, primarily serving young families and pre-retirees [2][3] Company Overview - LPL Financial Holdings Inc. is one of the fastest-growing wealth management firms in the U.S., supporting over 29,000 financial advisors and approximately 1,100 financial institutions [6] - The firm services and custodies around $1.9 trillion in brokerage and advisory assets for approximately 7 million Americans [6] - LPL offers a variety of advisor affiliation models, investment solutions, fintech tools, and practice management services, allowing advisors to choose the business model and resources that suit their needs [6]
LPL Financial Welcomes Women-Led Chloey Wealth