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Living Well Financial Group

2009 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial services. The company provides financial planning coupled with investment advisory services.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Jentner Wealth Management
Primary Office
  • 2841 Riviera Drive
  • Suite 300
  • Fairlawn, OH 44333
  • United States

Living Well Financial Group Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Living Well Financial Group Executive Team (2)

Name Title Board
Seat
Contact
Info
Daniel Bloom President, Owner and Founder
Jesse Lazar Office Manager