Watermark Wealth Strategies Overview

  • Founded
  • 2009

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Watermark Wealth Strategies General Information


Provider of financial advisory services in the United States. The company offers investment advisory, financial planning, risk management, taxation, estate and retirement planning, enabling clients to manage their financial needs after retirement.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Parent Company
Primary Office
  • 2151 East Pecos Road
  • Suite 3
  • Chandler, AZ 85255
  • United States

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Watermark Wealth Strategies Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Watermark Wealth Strategies Executive Team (5)

Name Title Board Seat Contact Info
James Bruce Founding Partner & Director, Estate Planning and Administration
Carmen Cercone Founding Partner
Kyle Richardson Founding Partner
Thomas Lundgaard Founding Partner
Tyler Brilinski Founding Partner
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