WhiteRock Wealth Management Overview
- Year Founded
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1981

- Status
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Acquired/Merged
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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1
WhiteRock Wealth Management General Information
Description
Provider of personalized investment strategies intended to serve affluent individuals and families. The company offers disciplined investment management, tax and estate planning, and retirement services, enabling clients to accumulate wealth, preserve capital, and build a lasting legacy.
Contact Information
Website
www.whiterockwm.comCorporate Office
- 8350 North Central Expressway
- Suite 925
- Dallas, TX 75206
- United States
Corporate Office
- 8350 North Central Expressway
- Suite 925
- Dallas, TX 75206
- United States
WhiteRock Wealth Management Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
WhiteRock Wealth Management FAQs
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When was WhiteRock Wealth Management founded?
WhiteRock Wealth Management was founded in 1981.
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Where is WhiteRock Wealth Management headquartered?
WhiteRock Wealth Management is headquartered in Dallas, TX.
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What industry is WhiteRock Wealth Management in?
WhiteRock Wealth Management’s primary industry is Other Financial Services.
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Is WhiteRock Wealth Management a private or public company?
WhiteRock Wealth Management is a Private company.
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What is WhiteRock Wealth Management’s current revenue?
The current revenue for WhiteRock Wealth Management is
. -
When was WhiteRock Wealth Management acquired?
WhiteRock Wealth Management was acquired on 30-Nov-2024.
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Who acquired WhiteRock Wealth Management?
WhiteRock Wealth Management was acquired by Beacon Pointe Advisors.
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