Stoker Ostler Wealth Advisors Overview

  • Founded
  • 1997
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Stoker Ostler Wealth Advisors General Information

Description

Provider of financial consultancy services. The company provides financial planning, retirement planning, tax planning, and estate planning services. It primarily provides its services to high net worth individuals. It also provides its services to individuals, corporations and other businesses, and charitable organizations.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
  • 4900 North Scottsdale Road
  • Suite 2600
  • Scottsdale, AZ 85251
  • United States
+1 (801) 000-0000
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Stoker Ostler Wealth Advisors Valuation & Funding

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

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Stoker Ostler Wealth Advisors Executive Team (5)

Name Title Board Seat Contact Info
Michael Halls Chief Financial Officer & Senior Portfolio Manager
Michelle Decker Chief Operating Officer & Senior Portfolio Manager
Philip Stoker Managing Director & Co-Founder
Michael Bolar Chief Investment Officer & Senior Portfolio Manager
Creg Ostler Co-Founder
To view Stoker Ostler Wealth Advisors’s complete executive team members history, request access »