Ballou Plum Wealth Advisors

Ballou Plum Wealth Advisors Overview

Founded 1998
Status Acquired/​Merged
Employees 7
Latest Deal Type M&A
Financing Rounds 1

Ballou Plum Wealth Advisors General Information


Provider of wealth advisory services. The company wealth management, financial planning, investment management and estate planning and consultancy services.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Parent Company
Primary Office
  • 250 Lafayette Circle
  • Suite 203
  • Lafayette, CA 94549
  • United States
+1 (925) 000-0000
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Ballou Plum Wealth Advisors Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Ballou Plum Wealth Advisors Executive Team (3)

Name Title Board Seat Contact Info
Lynn Ballou Co-Founder & Managing Partner
Sid Ean Chief Investment Officer
Marilyn Plum Co-Founder & Director of Portfolio Management