Weatherstone Capital Management Overview

  • Founded
  • 2001
Founded
  • Status
  • Private
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Weatherstone Capital Management General Information

Description

Operator of an independent wealth management firm. The company offers investment management, advisory and financial planning services to financial advisors and their clients.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 11152 Huron Street
  • Suite 105
  • Denver, CO 80234
  • United States
+1 (303) 000-0000
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Weatherstone Capital Management Valuation & Funding

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

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Weatherstone Capital Management Executive Team (2)

Name Title Board Seat Contact Info
Michael Ball Founder, President and Lead Portfolio Manager
Ann Zemann Chief Compliance Officer
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