California Wealth Transitions Overview

  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

California Wealth Transitions General Information

Description

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

Contact Information

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
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California Wealth Transitions Valuation & Funding

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

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California Wealth Transitions Executive Team (2)

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