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New Market Wealth Management

New Market Wealth Management
2014 FOUNDED
PRIVATE STATUS
1-10 EMPLOYEES
Corporate LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of fee-only fiduciary investment advisory services. The company provides advisory services to high-net-worth individuals. It makes research-based portfolios for clients to invest in sectors such as Private Equity, Treasury Inflation Protected Securities (TIPS), Real Estate Investments, Hedge Funds, Oil and Gas Limited Partnerships and Farming.

Ownership Status
Privately Held (backing)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Primary Office
  • 695 Town Center Drive
  • Suite 540
  • Costa Mesa, CA 92626
  • United States

+1 (657) 000-0000

New Market Wealth Management Valuation and Funding

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

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New Market Wealth Management Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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New Market Wealth Management Executive Team (5)

Name Title Board
Seat
Contact
Info
Daryl Deke Principal and Chief Executive Officer
Sherry Deke Managing Partner and Chief Financial Officer
Jennifer Cook Chief Operating Officer and Partner
Amy Gratteau Director, Marketing
Zachary Bindler Partner & Wealth Advisor