On October 1, 2025, Mission Wealth LP announced its merger with Diversified Asset Management, Inc., a wealth management firm based in Boulder, Colorado. Advice Dynamics Partners served as Diversified Asset Management's M&A advisor and Katz Teller served as legal counsel. This partnership expands Mission Wealth's presence in Colorado and welcomes a dynamic father-son team, further strengthening the firm's depth of talent and client-first culture. This is Mission Wealth's fifth merger of 2025.

Founded by Robert J. Pyle, MBA, CFP^®, CFA, AEP^®, CEPA^®, Diversified Asset Management has built a reputation for guiding business owners, professionals, retirees, and entrepreneurial families through life's financial complexities. With decades of experience, Robert brings expertise across financial planning, tax-efficient strategies, and wealth transfer solutions. He will join as the firm's 56th equity partner.

Joining Robert at Mission is his son, Matthew J. Pyle, who will serve as a Wealth Advisor Associate. This merger further supports the firm's dedication to nurturing top-tier talent while also creating pathways for next-generation leaders.