The Kelly & Wohlner Group

The Kelly & Wohlner Group Overview

Status Acquired/​Merged
Latest Deal Type Buyout/​LBO
Financing Rounds 1

The Kelly & Wohlner Group General Information

Description

Provider of wealth management advisory services. The company's services, offered through a team of experienced financial services professionals, assist individuals and families, entrepreneurs and institutions in transforming complex challenges related to fiduciary advice into a pathway for financial stability with long-term objectives.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Other Financial Services
Primary Office
  • 8490 East Crescent Parkway
  • Suite 365
  • Greenwood Village, CO 80111
  • United States
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The Kelly & Wohlner Group Valuation & Funding

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

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The Kelly & Wohlner Group Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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