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What is a Private Wealth Team?
A Private Wealth Team can be thought of as a DBA ("doing business as") which refers to a name that a firm operates as instead of their legal parent entity's name.
For example, ICA Group is a Private Wealth team of parent entity LPL.
Some firms like LPL have thousands of Teams which can be found in their company profile.
For more information on why Private Wealth Teams data can be so valuable, click here.