What changed

David Bucholtz is founder and managing director of Bucholtz Germo, a Willoughby Hills, Ohio-based practice with $352M in prehire assets that joined &Partners from Commonwealth Financial Network.

Reported / discovered

Sep 11, 2026

Effective

Not reported

New role

Founder and Managing Director

Previous role

Not reported

Market

Willoughby Hills, OH

Reported book

$352M

Reported team size

5 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.