Watermark Wealth Strategies Overview

  • Year Founded
  • 2009

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 24

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

Watermark Wealth Strategies General Information

Description

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
Acquired/Merged
(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

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Watermark Wealth Strategies Valuation & Funding

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

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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
Growth
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

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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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.

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