Living Well Financial Group Overview

  • Year Founded
  • 2009

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Living Well Financial Group General Information

Description

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

Contact Information

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

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Living Well Financial Group Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Living Well Financial Group‘s full profile, request access.

Request a free trial

Living Well Financial Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of financial services. The company provides financial planning coupled with investment advisory services.
Other Financial Services
Fairlawn, OH
000000&0

000000

d tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam, q
00000 000000000 0000
Cleveland, OH
000 As of 0000

000000

e dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla p
00000 000000000 0000
Akron, OH
000 As of 0000
00000
0000000 0000 00000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Living Well Financial Group Competitors (6)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Skylight Financial Group Corporation Cleveland, OH 000
Sequoia Financial Group (Ohio) Private Equity-Backed Akron, OH 000 00000 0000000 0000 00000
HORAN Capital Advisors Corporation Cincinnati, OH
Reed Financial Services Corporation
Allworth Financial Private Equity-Backed Folsom, CA 000 00000 000000000 00000
To view Living Well Financial Group’s complete competitors history, request access »

Living Well Financial Group Executive Team (2)

Name Title Board Seat Contact Info
Jesse Lazar Office Manager
Daniel Bloom President, Owner and Founder
To view Living Well Financial Group’s complete executive team members history, request access »

Living Well Financial Group FAQs

  • When was Living Well Financial Group founded?

    Living Well Financial Group was founded in 2009.

  • Who is the founder of Living Well Financial Group?

    Daniel Bloom is the founder of Living Well Financial Group.

  • Where is Living Well Financial Group headquartered?

    Living Well Financial Group is headquartered in Fairlawn, OH.

  • What industry is Living Well Financial Group in?

    Living Well Financial Group’s primary industry is Other Financial Services.

  • Is Living Well Financial Group a private or public company?

    Living Well Financial Group is a Private company.

  • What is Living Well Financial Group’s current revenue?

    The current revenue for Living Well Financial Group is 000000.

  • Who are Living Well Financial Group’s competitors?

    Skylight Financial Group, Sequoia Financial Group (Ohio), HORAN Capital Advisors, Reed Financial Services, and Allworth Financial are some of the 6 competitors of Living Well Financial Group.

  • When was Living Well Financial Group acquired?

    Living Well Financial Group was acquired on 12-Aug-2014.

  • Who acquired Living Well Financial Group?

    Living Well Financial Group was acquired by Jentner Wealth Management.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »