WealthTrust Advisors Overview
- Founded
-
1996
- Status
-
Acquired/Merged
- Latest Deal Type
-
Buyout/LBO
- Financing Rounds
-
1
WealthTrust Advisors General Information
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.
Contact Information
Website
wealthtrustadvisors.com
Formerly Known As
DeGreen Wealth Management
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Primary Office
- 17200 North perimeter Drive
- Suite 203
- Scottsdale, AZ 85255
- United States
+1 (480) 000-0000
WealthTrust Advisors Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|