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Flaharty Asset Management
CLEARWATER, FL
CRD: 168495
In PWD coverage since September 10, 2026 · 4 stories
$902MRegulatory AUMSEC Form ADV · Sep 11
10EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +1 · 1 arrivals · 0 departures
Arrivals
MATHEW CHRISTOPHER LEPAK
Sep 13 · from Modern Wealth Management
Departures
None tracked.
PWD coverage
move
Six Modern Wealth advisors left as it acquired $710 million in assets
Consolidators can buy a book; the week showed they cannot buy the advisors who run it, and the recruiting market is repricing on that difference.