WealthTrust Arizona
1996
FOUNDED
M&A
STATUS
Buyout/LBO
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Provider of portfolio management, estate planning, asset and life cycle preservation, and tax efficiency services, preeminently to wealthy individuals. The company's portfolio of clients institutional and individual clients, as well as foundations.
Website
Formerly Known As
DeGreen Wealth Management
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Specialized Finance
Acquirer
Primary Office
- 8434 East Shea Boulevard
- Scottsdale, AZ 85260
- United States
+1 (480) 000-0000
WealthTrust Arizona Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
This information is reserved for PitchBook Platform users. To explore WealthTrust Arizona‘s full profile, request access.
Request full access to PitchBookWealthTrust Arizona Executive Team (14)
7 Former Executives
You’re viewing 5 of 14 executives. Get the full list »