Weatherstone Capital Management Overview
- Founded
-
2001
- 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
Website
www.weatherstonecm.com
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 & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
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 |