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Weaver Wealth Management

M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

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

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

Weaver Wealth Management Valuation and Funding

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

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Weaver Wealth Management Former Investors

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

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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