Ad Valorem Wealth Management Solutions Overview

  • Founded
  • 2010
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Ad Valorem Wealth Management Solutions General Information

Description

Provider of financial planning, advisory services and asset management. The company provides financial planning and advisory services as well as financial asset management to businesses and high demand individual clients.

Contact Information

Formerly Known As
Ad Valorem Wealth Management LLP
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Specialized Finance
Primary Office
  • Whitehall House, Sandy Lane
  • Newcastle Under Lyme ST5 0LZ
  • England, United Kingdom
+44 01782 000000
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Ad Valorem Wealth Management Solutions Valuation & Funding

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

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Ad Valorem Wealth Management Solutions Executive Team (2)

Name Title Board Seat Contact Info
Derek Baptist Co-Founder, Adviser, Managing Director, Head of Wealth Management & Advisory Board
Ceri Robbins Co-Founder, Adviser & Chartered Financial Planner
To view Ad Valorem Wealth Management Solutions’s complete executive team members history, request access »