Ad Valorem Wealth Management Solutions Overview
- Year Founded
-
2010
- 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
Website
www.advaloremwealth.co.uk
Formerly Known As
Ad Valorem Wealth Management LLP
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Acquirer
Primary Office
- Whitehall House, Sandy Lane
- Newcastle-under-Lyme ST5 0LZ
- England, United Kingdom
+44 01782 000000
Ad Valorem Wealth Management Solutions Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Ad Valorem Wealth Management Solutions Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Ceri Robbins | Co-Founder, Adviser & Chartered Financial Planner |