Rosenwald Private Wealth Joins Indivisible Partners with $1.1 Billion in Assets

12 October 2026 | Monday | News

The Baltimore-based team will operate as an independent advisory firm while using Indivisible’s infrastructure, technology and family office services.
Image Source: Public Domain

Image Source: Public Domain

Indivisible Partners ("Indivisible"), an advisor-owned growth partnership, announced that Rosenwald Private Wealth has joined its platform. The Baltimore-based wealth management team led by Beth Rosenwald, Matthew Kunkel, and Leksi Kovalerchik manages approximately $1.1 billion in assets and includes six advisory team members serving high-net-worth and ultra-high-net-worth individuals and multigenerational families.

The move marks a new chapter for the practice, allowing Rosenwald Private Wealth to operate as an independent advisory firm while continuing to serve clients with the same team and approach that have defined the practice for nearly three decades.

Rosenwald Private Wealth advises clients through a comprehensive planning framework that extends beyond investment management to include retirement planning, trust and estate considerations, charitable giving, risk management, tax strategy, and wealth transfer solutions.

"At the center of this decision is our commitment to serving clients in a way that reflects their evolving needs," said Beth Rosenwald, Founding Partner of Rosenwald Private Wealth. "Independence allows us to maintain the relationships and planning philosophy that have guided our practice while providing additional flexibility in how we operate and support clients."

To support this launch, Rosenwald Private Wealth has partnered with Indivisible Partners, which provides operational infrastructure, security, innovative technology resources, family office services, strategic solutions and support while allowing advisory firms to maintain their independence and unique identity.

"Beth and her team have built an exceptional reputation through their dedication to clients and commitment to thoughtful advice," said John Thiel, Executive Chairman and Co-Founder of Indivisible Partners. "Their focus on trust, stewardship, and multigenerational planning aligns closely with our mission of helping advisors build enduring independent businesses while delivering an extraordinary client experience designed to guide better outcomes."

As Rosenwald Private Wealth begins this new chapter, its mission remains unchanged: to provide personalized guidance, foster meaningful relationships, and help clients make confident decisions about their future and legacy. The launch reflects both a milestone for the firm and a continued commitment to the clients and communities it has served for years.

Survey Box

Vote for the most influential trend in 2025:

What's Driving the Future of FinTech?v

× Please select an option to participate in the poll.
Processing...
× You have successfully cast your vote.
 {{ optionDetail.option }}  {{ optionDetail.percentage }}%
 {{ optionDetail.percentage }}% Complete
More polls
Stay Connected

Sign up to our free newsletter and get the latest news sent direct to your inbox

Fintech Business Asia, a business of FinTech Business Review
© 2026 FinTech Business Review. All Rights Reserved.

Show

Forgot your password?

Show

Show

Lost your password? Please enter your email address. You will receive a link to create a new password.

Back to log-in

Close