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Friday, October 2, 2026The Morning Brief →Sign in
wealth team

Crown Legacy Wealth

$838MBook of businessas reported in coverage
1Advisors
Bellevue, WAMarket
1Moves on our record
The lineage
until Sep 1, 2026PRIORWells Fargo Advisors
Sep 1, 2026CURRENT&Partners
Aug 31, 2026team liftoutWells Fargo Advisors → &Partners

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