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California Wealth Transitions

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

Provider of financial advisory services. The company provides financial advice in areas such as retirement, intergenerational planning and divorce.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Primary Office
  • 3570 Carmel Mountain Road
  • Suite 150
  • San Diego, CA 92130
  • United States

+1 (858) 000-0000

California Wealth Transitions Valuation and Funding

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

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California Wealth Transitions Executive Team (2)

Name Title Board
Seat
Contact
Info
Keith Brandt President
Nicki Brandt Vice President