Lake Country Wealth Management Overview

  • Year Founded
  • 2009

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 10

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 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.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Insurance
Asset Management
Acquirer
Bronfman E.L. Rothschild
Primary Office
  • 709B Milwaukee Street
  • Delafield, WI 53018
  • United States

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Lake Country Wealth Management Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Lake Country Wealth Management‘s full profile, request access.

Request a free trial

Lake Country Wealth Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial