Disciplined Wealth Strategies Overview
- Status
-
Acquired/Merged
- Latest Deal Type
-
M&A
- Financing Rounds
-
1
Disciplined Wealth Strategies General Information
Description
Provider of investment advisory services. The company offers financial planning, wealth management, portfolio management and related financial consultations.
Contact Information
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Acquirer
Efficient Advisors
Primary Office
- 2117 Wychwood Drive
- Austin, TX 78746
- United States
Disciplined Wealth Strategies Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|