Ewing/Cona Wealth Management Overview

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

Ewing/Cona Wealth Management General Information


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
(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/
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 »