Aspen Standard Wealth Acquires $1 Billion AUM Cullen Investment Group

Aspen Standard Wealth, LLC (“Aspen”), a permanent home for successful independent RIAs, announced today that it has acquired Cullen Investment Group (“Cullen”), an RIA based in Lafayette, Louisiana, with more than $1 billion in assets under management (AUM).

Founded in 1986, Cullen prides itself on being an independent, full-service wealth management firm that leverages a disciplined value approach and customized portfolios that are designed to grow and protect its clients’ wealth while delivering an unprecedented level of personalized service.

“We are excited to partner with Aspen to build upon our legacy as an independent wealth management firm that is focused on providing our clients with a truly holistic experience. That commitment to our clients will never change,” said Stephen Nickel, JD, Principal with Cullen.

“The team at Cullen has built an incredible wealth management offering that places client best interests at the center of everything they do. We look forward to providing them with additional resources and capabilities to build upon that foundation and to continue to serve their clients with exemplary care for decades to come,” said Aly Kassim-Lakha, CEO of Aspen.

Aspen takes an individualized approach to partnering with RIAs. The firm focuses on long-term alignment, preserving each firm’s identity, empowering leadership, and supporting sustainable growth.

About Aspen Standard Wealth, LLC

Aspen Standard Wealth acquires leading RIAs and provides them with a permanent home. Aspen’s business model supports long-term growth, talent development, and legacy preservation, while enabling firm leaders to operate independently. Aspen is not a registered investment adviser. Investment advisory services are delivered by Aspen’s affiliated RIAs and references to AUM represent assets under management held at such firms. Learn more at aspenstandardwealth.com.

About Cullen Investment Group

Cullen Investment Group, Ltd. is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC) located in Lafayette, Louisiana. Established in 1986 as Lafayette’s only locally owned and operated full-service brokerage firm, Cullen occupies a special place in the financial community of south Louisiana. Using a disciplined value approach, our customized portfolios are designed to grow and conserve our clients’ wealth and deliver an unprecedented level of personalized service. Learn more at https://www.cullenonline.com.

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