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Realta Wealth Appoints John Barragan Chief Operating Officer

Realta Wealth Appoints John Barragan Chief Operating Officer
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RIA Roundup: MAI Acquires More Assets in January Than All of 2023

It was a slow week for deals in the RIA space but MAI didn’t miss a beat and Wealth Enhancement Group reinforced its position as 2023’s most active buyer. ....

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Realta Wealth Hires Mark Helliker as New COO

Fresh off its rebranding from CoastalOne, Realta Wealth has hired Mark Helliker, a former Avantax, LPL and Schwab executive, as chief operating officer. ....

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Realta Wealth Appoints Respected Wealth Management Executive Mark Helliker as Chief Operating Officer

/PRNewswire/ Realta Wealth ("Realta"), the exclusive independent wealth management firm formerly known as CoastalOne, announced the appointment of industry. ....

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Hybrid IBD CoastalOne Rebrands to Realta

The firm also plans to broaden its appeal to a wider swath of advisors and beef up recruiting efforts. ....

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