Orizon Wealth Management Transitions $250M in Assets to Arkadios Capital

Orizon Wealth Management, a Utah-based independent firm, has transitioned approximately $250 million in assets under advisement to Arkadios Capital, a hybrid independent broker-dealer platform, departing from Northwestern Mutual.

Founded in 1997 by Mike and Jen Kunzler, Orizon has spent nearly three decades serving more than 250 households, with a focus on high-net-worth families, business owners and multigenerational estates.

The decision to join Arkadios followed years of due diligence, according to Mike Kunzler, who cited a changing industry landscape and a desire to offer clients more customized solutions than those typically available at larger institutions.

“As the industry has continued to change, we realized we needed to evolve to better serve our clients,” Kunzler said. “After months of getting to know the team, we came to appreciate their people-first approach, expert roster, and willingness to evolve with us as we grow.”

Atlanta-based Arkadios Capital offers services including business exit and estate transition planning and access to a range of institutional-quality platforms, the firm said.

“Mike and Jen’s mission to deliver a high-end private wealth experience paired with boutique, white-glove service aligns closely with our platform,” said Nate Stibbs of Arkadios Capital. “That focus continues to resonate with advisers who value both independence and a strong community.”

Last month, Compass Financial Services — a woman-owned registered investment advisory practice — also transitioned its assets under management to Arkadios Capital. Founded by 25-year industry veteran Ginger Kessel, Compass serves approximately 200 high-net-worth households from its base in Walla Walla, Wash.

With the addition of Orizon, Arkadios continues to expand its national footprint. The firm reports nearly $20 billion in affiliated assets and supports more than 290 advisers across 90 offices in the United States and Puerto Rico.

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