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Advisor Logistics Unveils New Ownership and Leadership Team

On September 8, 2025, Advisor Logistics, renowned for its rapid growth as an outsourced trading solution for Registered Investment Advisors (RIAs), disclosed a pivotal shift in its ownership and introduced a new executive team aimed at spearheading the firm's next growth phase. The current CEO and founder, Brett Wheeler, remains at the helm while welcoming new faces to both the board and the executive suite.

Joining Wheeler at the board level are Eric Martz and Damon Deru, while the new executive team includes Jupiter Bridge, who assumes the role of Head of Growth, and Jessica Pohto, appointed as Vice President of Technical Product. This newly formed team epitomizes decades of extensive experience, particularly in financial services innovation, trading operations, and client-focused solutions tailored for advisors.

Martz, known for his entrepreneurial ventures and angel investing, has established a strong rapport with Deru through a significant investment in AdvisorPeak. His focus will be to scale operations and refine the product roadmap, thus driving an innovative edge in services designed for advisors.

Notably, Deru is recognized as a pioneer in trading solutions for financial advisors. With a history of founding successful platforms, including AdvisorPeak (later acquired by Addepar) and TradeWarrior (acquired by Oranj), he brings invaluable expertise and insight into the nuances of trading capabilities necessary for independent advisors. Drawing from his own background as a former financial advisor, he emphasizes practical and scalable solutions to address the complex needs of his clientele, particularly underlining his commitment to product innovation.

Founded in 2018, Advisor Logistics specializes in offering RIAs a tailored outsourced trading and portfolio administration service. This innovative approach allows advisory firms to streamline their operations, reduce overhead costs, and redirect their workforce to activities that add greater value. By choosing to partner with Advisor Logistics, RIAs can effectively mitigate risk, boost growth, and eliminate the necessity of developing expensive in-house trading infrastructures.

Martz stated, "Our mission is to take the headache of trading off an RIA's plate entirely. We implement, administer, and trade the investment strategies and portfolios designed by our RIA partners for their clients, delivering the effectiveness of an institutional-level trading desk without necessitating the establishment of one ourselves."

Commenting on the current challenges faced by advisors, Deru added, "In today's competitive advisory environment, more RIAs are turning to outsourced trading as a strategic approach to enhance margin, reduce compliance risks, and function efficiently with leaner teams. I'm excited to contribute to a proven platform that collaborates closely with our RIA partners—addressing their trading hurdles and providing the white-glove service they rightfully expect."

As the company gears up for its evolution, they express confidence in their preparedness, having spent years refining their service to ensure scalability. Their aim is to elevate the company’s profile, aiming to bring awareness to the advantages of outsourced trading—an often overlooked resource in the broader RIA ecosystem. This ambition is further supported by their newly aligned partners, who share a common vision for the company’s future.

About Advisor Logistics:
Founded in 2018, Advisor Logistics is an SEC-registered, independent outsourced trading firm dedicated exclusively to serving RIAs. The organization facilitates the streamlining of trading operations, cost reduction, and enhanced efficiency for advisory firms, without the burdensome requirement of hiring in-house traders or investing in complicated software solutions. Their diligent team of expert traders acts as an extension of each advisory firm, executing trades in a compliant and efficient manner while simultaneously mitigating risks and maximizing scales. Notably, Advisor Logistics does not manage client assets, ensuring a conflict-free relationship with every RIA they partner with.