Ewing/Cona Wealth Management Overview

  • Founded
  • 2017
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

Ewing/Cona Wealth Management General Information

Description

Provider of wealth management advisory services. The company's wealth management advisory services, offered through a team of expert professionals with a diverse set specialties to assist individual and corporate clients with customized financial plans thereby maximizing their return on investments through their pivotal life transitions.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
  • Five Greentree Centre
  • 525 New Jersey-73 Suite 306
  • Marlton, NJ 08053
  • United States
+1 (856) 000-0000
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Ewing/Cona Wealth Management Valuation & Funding

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

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Ewing/Cona Wealth Management Executive Team (2)

Name Title Board Seat Contact Info
James Ewing Co-Founder, Partner and Managing Director
Michael Cona Co-Founder, Partner and Managing Director
To view Ewing/Cona Wealth Management’s complete executive team members history, request access »