Advisor Logistics Announces New Ownership & Leadership Team
Advisor Logistics is entering an exciting new chapter. We’re thrilled to announce a strategic ownership transition and the expansion of our executive leadership team, changes that will strengthen our ability to serve the RIA community with innovative trading solutions and institutional-level portfolio management services.
New Ownership Structure Drives Growth Strategy
Entrepreneurs Damon Deru and Eric Martz have acquired a controlling interest in Advisor Logistics. Founder Brett Wheeler remains both an equity holder and CEO, ensuring continuity in our client-first approach while bringing fresh expertise to accelerate our growth trajectory.
This ownership structure combines the best of both worlds: Brett’s deep understanding of RIA operational needs with Damon and Eric’s proven track record of scaling fintech companies and developing advisor-focused solutions.
Meet Our Expanded Leadership Team
Brett Wheeler – CEO & Board Member
Brett continues to lead Advisor Logistics with the same passion that drove him to found the company in 2018. His firsthand experience growing an RIA from a solo practice to managing over $150 million in assets gives him unique insight into the challenges independent advisors face daily.
Damon Deru – Managing Partner & Board Member
Damon brings exceptional product innovation expertise to Advisor Logistics. As the founder of AdvisorPeak (acquired by Addepar) and TradeWarrior (acquired by Oranj/SEI), he has a proven track record of building practical, scalable trading solutions that address the complex needs of independent advisors. His focus will be on advancing our product roadmap and driving innovation in our service offerings.
Eric Martz – Managing Partner & Board Member
A serial entrepreneur and angel investor, Eric will focus on scaling our operations and enhancing our advisor-facing services. His experience building and growing multiple successful companies positions him perfectly to help Advisor Logistics reach more RIAs who need institutional-level trading support.
Jupiter Bridge – Head of Growth
Jupiter brings over two decades of financial industry experience to his role leading our growth initiatives. With a deep understanding of wealth manager challenges and a U.S. patent for natural language processing applications in data capture, Jupiter is committed to helping advisors maximize the value they deliver to their clients through operational efficiency.
Jess Pohto – VP of Technical Product
Jess brings more than 20 years of product management and technology leadership experience from roles at Addepar, AdvisorPeak, and other fintech leaders. Her passion for using technology to create positive impact aligns perfectly with our mission to streamline RIA operations through innovative solutions.
Why This Matters for RIAs
This strategic evolution reflects a fundamental shift happening across the advisory landscape. As competition intensifies and operational complexity increases, more RIAs are discovering that outsourced trading isn’t just a convenience, it’s a strategic advantage.
“Our mission is to take the headache of trading off an RIA’s plate entirely,” Eric Martz explained. “We implement, administer, and trade the investment strategies and portfolios that our RIA partners design for their clients with the efficiency and effectiveness of an institutional-level trade desk, without their having to build one themselves.”
The benefits are clear: improved margins, reduced compliance risk, and the ability to operate efficiently with leaner teams. Rather than investing in expensive technology and hiring specialized staff, RIAs can access institutional-grade trading execution while keeping their teams focused on client relationships and business development.
The Strategic Advantage of Outsourced Trading
Damon Deru noted the broader industry trend: “In today’s increasingly competitive advisory landscape, more RIAs are turning to outsourced trading as a strategic lever to boost margins, reduce compliance risk, and operate more efficiently with leaner teams.”
This approach allows independent advisors to:
– Reduce operational burden by eliminating the daily demands of portfolio rebalancing, trade execution, and administrative tasks
– Access institutional expertise without the overhead of building an in-house trading desk
– Scale efficiently as client portfolios grow in number and complexity
– Focus on high-value activities like client acquisition, relationship management, and financial planning
– Maintain flexibility with customized solutions that adapt to each firm’s unique investment philosophy
Looking Ahead
Brett Wheeler shared his vision for this next phase: “It is now time to take the company to the next level and to bring awareness to this proven, yet often overlooked, service for the broader RIA market, and we’re excited to have found the right partners, who share our company’s vision, to help us achieve this.
Since our founding in 2018, we’ve been dedicated to providing RIAs with personalized outsourced trading and portfolio administration services. This ownership transition and leadership expansion gives us the resources, expertise, and strategic direction to serve even more independent advisors who want to compete at an institutional level without institutional constraints.”
What This Means for Our Clients
If you’re already working with Advisor Logistics, you can expect the same white-glove service you’ve come to rely on, enhanced by increased innovation, expanded capabilities, and continued investment in the technology and processes that make your practice more efficient.
If you’re exploring outsourced trading solutions for the first time, there’s never been a better moment to discover how Advisor Logistics can transform your operations and free you to focus on what matters most: your clients and their financial success.
Ready to learn more about how outsourced trading can transform your practice? Contact our team today to discuss how Advisor Logistics can support your firm’s growth with institutional-level trading expertise and personalized portfolio management services.
Originally announced in Financial Advisor Magazine. Read the full coverage here.
