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WealthTrust Arizona

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.

Formerly Known As
DeGreen Wealth Management
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Specialized Finance
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

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WealthTrust Arizona Executive Team (14)

Name Title Board
Seat
Contact
Info
Holly Deem Chief Executive Officer
Ben Wilson Managing Director & Partner
Heath Bray Managing Director, Partner & Chairman of Alternative Investment Committee
Brent McQuiston Managing Director, Partner & Chairman of Equity Research Committee
Michael Bowen Managing Director, Partner & Chairman of Fixed Income Research Committee

7 Former Executives

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