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Weatherstone Capital Management

Weatherstone Capital Management
2001 FOUNDED
PRIVATE STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

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

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

Weatherstone Capital Management Valuation and Funding

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

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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