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Watermark Wealth Strategies

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

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.

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
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
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