Ferrell Wealth Management Overview

  • Founded
  • 1996
  • Status
  • Acquired/​Merged
  • Employees
  • 13
  • Latest Deal Type
  • Buyout/​LBO
  • (Announced)
  • Financing Rounds
  • 1

Ferrell Wealth Management General Information


Operator of a private investment advisor company. The company develops realistic, comprehensive wealth management plans that encompasses portfolio management, insurance planning, tax planning and retirement planning in order to enable clients to navigate through financial condition and provide them the perspective required to preserve and enhance their wealth for generations.

Contact Information

Ownership Status
(Operating Subsidiary)
Financing Status
Pending Transaction (PE)
Primary Industry
Other Financial Services
Other Industries
Asset Management
Parent Company
Primary Office
  • 1400 West Fairbanks Avenue
  • Suite 202
  • Winter Park, FL 32789
  • United States
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Ferrell Wealth Management Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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Ferrell Wealth Management Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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