Watermark Wealth Strategies Overview

  • Year Founded
  • 2009

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 24


  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Watermark Wealth Strategies General Information


Provider of wealth management services intended to access risk tolerance, goals and financial constraints. The company offers investment advisory, financial planning, risk management, taxation, estate and retirement planning, thereby enabling its clients to manage their financial needs after retirement.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Parent Company
Corporate Office
  • 11333 North Scottsdale Road
  • Suite 295
  • Scottsdale, AZ 85254
  • United States
+1 (480) 000-0000

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Watermark Wealth Strategies Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

This information is available in the PitchBook Platform. To explore Watermark Wealth Strategies‘s full profile, request access.

Request a free trial

Watermark Wealth Strategies Executive Team (5)

Name Title Board Seat Contact Info
James Bruce Founding Partner, Founding Member, Partner & Director of Estate Planning and Administration
Carmen Cercone Founding Partner, Principal & Director of Estate Planning
Kyle Richardson Founding Partner & Financial Advisor
Thomas Lundgaard Founding Partner
Tyler Brilinski Founding Partner
To view Watermark Wealth Strategies’s complete executive team members history, request access »

Watermark Wealth Strategies Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Watermark Wealth Strategies FAQs

  • When was Watermark Wealth Strategies founded?

    Watermark Wealth Strategies was founded in 2009.

  • Who is the founder of Watermark Wealth Strategies?

    James Bruce, Carmen Cercone, Kyle Richardson, Thomas Lundgaard, and Tyler Brilinski are the founders of Watermark Wealth Strategies.

  • Where is Watermark Wealth Strategies headquartered?

    Watermark Wealth Strategies is headquartered in Scottsdale, AZ.

  • What is the size of Watermark Wealth Strategies?

    Watermark Wealth Strategies has 24 total employees.

  • What industry is Watermark Wealth Strategies in?

    Watermark Wealth Strategies’s primary industry is Other Financial Services.

  • Is Watermark Wealth Strategies a private or public company?

    Watermark Wealth Strategies is a Private company.

  • What is Watermark Wealth Strategies’s current revenue?

    The current revenue for Watermark Wealth Strategies is 000000.

  • When was Watermark Wealth Strategies acquired?

    Watermark Wealth Strategies was acquired on 15-Nov-2016.

  • Who acquired Watermark Wealth Strategies?

    Watermark Wealth Strategies was acquired by Kestra Financial.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »