Watermark Wealth Strategies Overview

  • Founded
  • 2009
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Watermark Wealth Strategies General Information

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.

Contact Information

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
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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 & 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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