Weaver Wealth Management Overview
- Year Founded
-
1976
- 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
Website
www.wtadvisors.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Acquirer
Primary Office
- 12221 Merit Drive
- Suite 1300
- Dallas, TX 75251
- United States
Weaver Wealth Management Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Weaver Wealth Management Executive Team (3)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| Samuel Tannebaum | Co-Founder, Director of Strategic Relationships & Managing Director | ||
| Alan Goldfarb | Financial Planner and Director of Wealth Advisory Services |
Weaver Wealth Management Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|