Ballou Plum Wealth Advisors Overview

  • Founded

  • 1998

Founded
  • Status

  • Acquired/​Merged

  • Employees

  • 7

Employees
  • Latest Deal Type

  • M&A

  • Financing Rounds

  • 1

Ballou Plum Wealth Advisors General Information

Description

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

Contact Information

Website
www.ballouplum.com
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Acquirer
EP Wealth Advisors
Primary Office
  • 250 Lafayette Circle
  • Suite 203
  • Lafayette, CA 94549
  • United States

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Ballou Plum Wealth Advisors Valuation & Funding

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

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Ballou Plum Wealth Advisors Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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