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Watermark Wealth Strategies

Watermark Wealth Strategies?uq=kzBhZRuG
2009 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial advisory services. The company offers investment advisory, financial planning, risk management, taxation, estate and retirement planning and related financial services to asset management firms and investment banks.

Ownership Status
Acquired/Merged
(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

Watermark Wealth Strategies Valuation and Funding

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

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Watermark Wealth Strategies Executive Team (5)

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