Weaver Wealth Management Overview

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

Weaver Wealth Management General Information

Description

Provider of advisory services. The company operates as a financial advisory firm offering advisory services to individuals and professionals in United States.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Specialized Finance
Primary Office
  • 12221 Merit Drive
  • Suite 1300
  • Dallas, TX 75251
  • United States
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Weaver Wealth Management Valuation & Funding

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

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Weaver Wealth Management Executive Team (3)

Name Title Board Seat Contact Info
Samuel Tannebaum Co-Founder, Director of Strategic Relationships & Managing Director
David Sego Co-Founder & Managing Director
Alan Goldfarb Financial Planner and Director of Wealth Advisory Services
To view Weaver Wealth Management’s complete executive team members history, request access »

Weaver Wealth Management Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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