{"id":680956,"date":"2026-06-03T01:43:18","date_gmt":"2026-06-03T01:43:18","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/680956\/"},"modified":"2026-06-03T01:43:18","modified_gmt":"2026-06-03T01:43:18","slug":"ex-wells-fargo-advisors-team-launches-ria-asset-manager","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/680956\/","title":{"rendered":"Ex-Wells Fargo Advisors Team Launches RIA, Asset Manager"},"content":{"rendered":"

A team including three former Wells Fargo advisors, led by Andrew Urbanski, has launched a new registered investment advisor and linked asset manager with the Dynasty Financial Partners network<\/a>.<\/p>\n

N10 Holdings comprises N10\u00b0 Wealth and N10\u00b0 Assets, based in Greenwich, Conn., with a focus on high- and ultra-high-net-worth clients. The wealth division will launch with about $650 million in assets under advisement, and the asset division expects to have $350 million invested in its stock strategy, according to a Tuesday announcement.\u00a0<\/p>\n

The asset division plans to list a 351 exchange ETF<\/a> on the New York Stock Exchange in late 2026, allowing investors to transfer stock portfolios into ETF shares without triggering capital gains taxes.\u00a0<\/p>\n

\u201cWe plan to continue to engineer incredible value for our long-time wealth clients with the creation of N10\u00b0 Assets, which is the very vehicle we\u2019ll then use to bring some of that value to the rest of the investing world,\u201d founder and Chief Investment Officer Urbanski said in a statement.<\/p>\n

Related:Bluespring Wealth Launches RIA Channel With Centralized Compliance<\/a><\/p>\n

Urbanski is joined by his brother, Adam, as a partner, managing director, and CEO of N10\u00b0 assets, and by his sister, Lauren, as a partner, vice president, and chief compliance and administrative officer. Karo Kokmanyan is a partner, executive director, and chief operations officer.\u00a0<\/p>\n

Andrew Urbanski had been a Wells Fargo advisor for nearly six years, according to BrokerCheck. He had also been an advisor with UBS and Morgan Stanley, and has built a client list of entrepreneurs, executives and closely held businesses, according to the announcement. Lauren Urbanski and Karo Kokmanyan had been with Wells Fargo for over five years, according to their LinkedIn profiles. Adam Urbanski is the founder of BackPAY, a payments industry firm that works with small businesses, according to his LinkedIn profile.<\/p>\n

The N10\u00b0 name refers to a metric used to measure how efficiently a surface absorbs speech sounds, and according to Andrew Urbanski, \u201cdescribes how we listen to clients, to markets and to the signals of change that shape lives.\u201d<\/p>\n

Dynasty founder and CEO Shirl Penney said in a statement that N10\u00b0 has an \u201centrepreneurial, forward-looking mindset.\u201d<\/p>\n

St. Petersburg, Fla.-based Dynasty will provide the firm with its wealth management technology, investment management capabilities, capital markets support and business services, according to the announcement. SS&C Technologies will also provide trade execution and related operational support, as well as portfolio management technology.<\/p>\n

Related:Corient Hits $508B in Client Assets After Completing U.K. Acquisitions<\/a><\/p>\n

On Monday, Dynasty separately announced that one of its partner RIAs, DayMark Wealth Partners, had added four former Morgan Stanley advisors to the firm that previously managed $820 million in client assets.<\/p>\n

Rex Mack, Patrick Petsche and the father-and-son duo Vince Costanzo and Anthony Costanzo have joined the Cincinnati, Ohio-based DayMark, which joined Dynasty in 2022 and now manages $5.04 billion in assets. Constellation Wealth Capital took a minority stake<\/a> in DayMark in late 2025.<\/p>\n

Dynasty Investment Bank was a financial advisor on the Morgan Stanley team\u2019s move to DayMark.<\/p>\n","protected":false},"excerpt":{"rendered":"A team including three former Wells Fargo advisors, led by Andrew Urbanski, has launched a new registered investment…\n","protected":false},"author":2,"featured_media":680957,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530],"class_list":["post-680956","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/680956","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=680956"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/680956\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/680957"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=680956"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=680956"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=680956"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}