Adams Wealth Counsel Overview

  • Status
  • Acquired/​Merged

  • Employees
  • 3

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Adams Wealth Counsel General Information

Description

Provider of investment advisory services. The company offers business retirement plans, tax planning, insurance and related credit management services. It is focused on investments in municipal bonds, options, corporate bonds, separately managed accounts, stocks and mutual funds.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Adams Wealth Management Group
Primary Office
  • 7990 Clyo Road
  • Dayton, OH 45459
  • United States

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Adams Wealth Counsel Valuation & Funding

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

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Adams Wealth Counsel 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

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