LPL Financial Welcomes Women-Led Chloey Wealth
LPL Financial (NASDAQ:LPLA) announced that advisors Jenna Vitosh and Natalia Paige have launched Chloey Wealth, bringing approximately $140 million in assets to LPL's platform. The women-led team, based in Lincoln, Nebraska, joins from Edward Jones and New York Life respectively, with a combined 20 years of experience.
The team specializes in serving young families and pre-retirees, taking a holistic approach to financial planning with a focus on psychological aspects of money management. They chose LPL for its autonomy, branding flexibility, and robust resources, joining a platform that services approximately $1.9 trillion in assets and supports over 29,000 financial advisors.
LPL Financial (NASDAQ:LPLA) ha comunicato che le consulenti Jenna Vitosh e Natalia Paige hanno avviato Chloey Wealth, portando sulla piattaforma di LPL circa 140 milioni di dollari in asset. Il team guidato da donne, con sede a Lincoln, Nebraska, arriva rispettivamente da Edward Jones e New York Life e vanta complessivamente 20 anni di esperienza.
Il gruppo si concentra su famiglie giovani e persone prossime alla pensione, adottando un approccio finanziario integrato che pone attenzione anche agli aspetti psicologici della gestione del denaro. Hanno scelto LPL per l'autonomia, la flessibilità del brand e le risorse offerte, entrando in una piattaforma che gestisce circa 1,9 trilioni di dollari in asset e supporta oltre 29.000 consulenti finanziari.
LPL Financial (NASDAQ:LPLA) anunció que las asesoras Jenna Vitosh y Natalia Paige han puesto en marcha Chloey Wealth, aportando aproximadamente 140 millones de dólares en activos a la plataforma de LPL. El equipo, liderado por mujeres y con sede en Lincoln, Nebraska, proviene de Edward Jones y New York Life respectivamente, y suma 20 años de experiencia.
Se especializan en atender a familias jóvenes y a personas cercanas a la jubilación, con un enfoque integral de la planificación financiera que incluye los aspectos psicológicos del manejo del dinero. Eligieron LPL por su autonomía, la flexibilidad de marca y los amplios recursos, uniéndose a una plataforma que administra alrededor de 1,9 billones de dólares en activos y respalda a más de 29.000 asesores financieros.
LPL Financial (NASDAQ:LPLA)는 어드바이저 제나 비토시(Jenna Vitosh)와 나탈리아 페이지만(Natalia Paige)이 Chloey Wealth를 출범시키며 약 1억 4천만 달러의 자산을 LPL 플랫폼으로 가져왔다고 발표했습니다. 네브래스카주 링컨을 기반으로 하는 여성 주도 팀은 각각 Edward Jones와 New York Life 출신으로, 합해서 20년의 경력을 보유하고 있습니다.
이 팀은 젊은 가정과 은퇴를 앞둔 고객을 주로 대상으로 하며, 자금 관리의 심리적 측면까지 포함하는 총체적 재무 계획 접근법을 취합니다. 자율성, 브랜드 유연성, 탄탄한 자원 때문에 LPL을 선택했으며, 약 1.9조 달러의 자산을 운용하고 29,000명 이상의 금융 어드바이저를 지원하는 플랫폼에 합류했습니다.
LPL Financial (NASDAQ:LPLA) a annoncé que les conseillères Jenna Vitosh et Natalia Paige ont lancé Chloey Wealth, apportant environ 140 millions de dollars d'actifs sur la plateforme de LPL. L'équipe dirigée par des femmes, basée à Lincoln, Nebraska, arrive respectivement d'Edward Jones et de New York Life et cumule 20 ans d'expérience.
Elle se spécialise auprès des jeunes familles et des futurs retraités, adoptant une approche globale de la planification financière qui prend en compte les aspects psychologiques de la gestion de l'argent. Elles ont choisi LPL pour son autonomie, la flexibilité de sa marque et ses ressources solides, rejoignant une plateforme qui gère environ 1,9 billion de dollars d'actifs et soutient plus de 29 000 conseillers financiers.
LPL Financial (NASDAQ:LPLA) gab bekannt, dass die Beraterinnen Jenna Vitosh und Natalia Paige Chloey Wealth gegründet haben und rund 140 Millionen US-Dollar an Vermögen auf die Plattform von LPL bringen. Das von Frauen geführte Team mit Sitz in Lincoln, Nebraska, kommt jeweils von Edward Jones bzw. New York Life und verfügt zusammen über 20 Jahre Erfahrung.
Das Team spezialisiert sich auf junge Familien und kurz vor dem Ruhestand stehende Kunden und verfolgt einen ganzheitlichen Finanzplanungsansatz, der auch psychologische Aspekte des Umgangs mit Geld berücksichtigt. Sie entschieden sich für LPL wegen der Autonomie, der Markenflexibilität und der umfangreichen Ressourcen und schließen sich einer Plattform an, die rund 1,9 Billionen US-Dollar an Vermögen verwaltet und über 29.000 Finanzberater unterstützt.
- Addition of $140 million in managed assets to LPL's platform
- Expansion of LPL's advisor network with experienced team bringing 20 years of combined expertise
- Strategic growth in the women-led advisory segment
- Demonstrates LPL's ability to attract advisors from major competitors
- None.
SAN DIEGO, Aug. 21, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that advisors Jenna Vitosh and Natalia Paige have joined forces to launch Chloey Wealth with LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They reported serving approximately
Based in Lincoln, Neb., the team has 20 years of experience. Vitosh is a second-generation financial advisor who has a passion for helping people. Paige started out in the medical field but discovered her passion for financial planning after becoming the head of her family’s finances. The two met at a networking event five years ago, and their friendship flourished as they continued to meet over coffee and use each other as sound boards as they launched their financial planning careers. The all-female team takes a holistic approach to helping clients work towards their financial goals and their clients come from all walks of life but are primarily young families and pre-retirees.
“We focus on the psychological aspects of money and why people may hesitate to discuss financial matters,” said Paige. “It starts with building trust and sharing this type of personal information with confidence. Our goal is to understand our clients’ financial background and overcome past issues, enabling comfortable discussions about financial planning. We address all areas of financial planning, not just one specific area.”
Why Chloey Wealth Advisors Chose LPL
Looking for more freedom, flexibility and a new partner to help them grow their practice, the team turned to LPL.
“We felt very called by the autonomy offered by LPL. When Natalia and I started thinking about combining forces, even though we came from different firms, the thought of LPL started making sense,” said Vitosh. “We realized just how independent we really could be, how we could brand ourselves and be able to bring our distinct expertise to our clients while having the confidence and resources of a big name behind us.”
Scott Posner, Managing Director, Business Development, said, “We welcome Jenna and Natalia to LPL. With more ways than ever to be an entrepreneur, financial advisors who choose LPL can work more effectively, run thriving practices and build and grow their practice according to their vision. We look forward to supporting the Chloey Wealth team for years to come.”
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About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment advisor and broker-dealer, member FINRA/SIPC. Chloey Wealth and LPL Financial are separate entities.
Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
*Value approximated based on asset and holding details provided to LPL from end of year, 2024.
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