Lake Country Wealth Management Overview

  • Founded
  • 2009
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

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Other Insurance
Primary Office
  • 709B Milwaukee Street
  • Delafield, WI 53018
  • United States
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Lake Country Wealth Management Valuation & Funding

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

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Lake Country Wealth Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-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

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