Disciplined Wealth Strategies
M&A
STATUS
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
Description
Provider of investment advisory services. The company offers financial planning, wealth management, portfolio management and related financial consultations.
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 and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
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