Lake Country Wealth Management Overview
- Year Founded
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2009
- Status
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Acquired/Merged
- Employees
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10
- Latest Deal Type
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M&A
- Financing Rounds
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1
Lake Country Wealth Management General Information
Description
Provider of wealth management services. The company offers financial planning and advisory along with asset management advisory and insurance services.
Contact Information
Website
www.lakecountrywealth.comCorporate Office
- 709B Milwaukee Street
- Delafield, WI 53018
- United States
Corporate Office
- 709B Milwaukee Street
- Delafield, WI 53018
- United States
Lake Country Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Lake Country Wealth Management Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Lake Country Wealth Management FAQs
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When was Lake Country Wealth Management founded?
Lake Country Wealth Management was founded in 2009.
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Where is Lake Country Wealth Management headquartered?
Lake Country Wealth Management is headquartered in Delafield, WI.
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What is the size of Lake Country Wealth Management?
Lake Country Wealth Management has 10 total employees.
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What industry is Lake Country Wealth Management in?
Lake Country Wealth Management’s primary industry is Consulting Services (B2B).
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Is Lake Country Wealth Management a private or public company?
Lake Country Wealth Management is a Private company.
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What is Lake Country Wealth Management’s current revenue?
The current revenue for Lake Country Wealth Management is .
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When was Lake Country Wealth Management acquired?
Lake Country Wealth Management was acquired on 30-Apr-2015.
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Who acquired Lake Country Wealth Management?
Lake Country Wealth Management was acquired by Bronfman E.L. Rothschild.
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