PartnershipAug 5, 2026, 08:57 AM
LPL Financial Welcomes WestKai Private Wealth with $400M Assets
AI Summary
LPL Financial LLC announced that WestKai Private Wealth, a financial advisor team led by Don A. Harrell, CFP®, has joined its LPL Strategic Wealth model. The San Clemente, Calif.-based team, which includes Blake Davidson and Cate Harrell, reported serving approximately $400 million in advisory, brokerage, and retirement plan assets. They transitioned from Morgan Stanley, seeking greater independence, expanded resources, and enhanced client experience through LPL's technology and platform.
Key Highlights
- WestKai Private Wealth, led by Don A. Harrell, joined LPL Financial.
- The team reported serving approximately $400 million in client assets.
- WestKai Private Wealth moved to LPL from Morgan Stanley.
- LPL Financial supports over 32,000 financial advisors.
- LPL services and custodies approximately $2.6 trillion in assets.
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