California Wealth Transitions Overview

  • Year Founded
  • 2012

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

California Wealth Transitions General Information

Description

Provider of financial advisory services based in San Diego, California. The company provides financial advice and wealth planning for women facing financial transitions in life, whether it's a change in income, sale of a business, loss of a loved one, planning for a generational transfer of assets and divorce.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Corporate 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 & Co-Founder
Nicki Brandt Co-Founder & Vice President
To view California Wealth Transitions’s complete executive team members history, request access »

California Wealth Transitions FAQs

  • When was California Wealth Transitions founded?

    California Wealth Transitions was founded in 2012.

  • Who is the founder of California Wealth Transitions?

    Keith Brandt and Nicki Brandt are the founders of California Wealth Transitions.

  • Where is California Wealth Transitions headquartered?

    California Wealth Transitions is headquartered in San Diego, CA.

  • What industry is California Wealth Transitions in?

    California Wealth Transitions’s primary industry is Other Financial Services.

  • Is California Wealth Transitions a private or public company?

    California Wealth Transitions is a Private company.

  • What is California Wealth Transitions’s current revenue?

    The current revenue for California Wealth Transitions is 000000.

  • When was California Wealth Transitions acquired?

    California Wealth Transitions was acquired on 05-Dec-2012.

  • Who acquired California Wealth Transitions?

    California Wealth Transitions was acquired by Kestra Private Wealth Services.

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