Ferrell Wealth Management Overview

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

Ferrell Wealth Management General Information

Description

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
Acquired/Merged
(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/
EBITDA
Post-Val Status Debt

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Ferrell Wealth Management Signals

Growth Rate

0.80% Weekly
Growth
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

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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