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

Website
www.disciplinedwealthstrategies.com
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
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Disciplined Wealth Strategies Valuation & Funding

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

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