MDK Private Wealth Management Overview

  • Year Founded
  • 2020

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 5

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

MDK Private Wealth Management General Information

Description

Provider of tailored and objective advice services intended for private clients. The company offers a full range of family office services including financial planning, investment management, trust and estate planning, private banking and lending, tax planning, and related services.

Contact Information

Website
www.mdkpwm.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Private Equity-Backed
Corporate Office
  • 1201 3rd Avenue
  • Suite 3400
  • Seattle, WA 98101
  • United States
Primary Industry
Specialized Finance
Other Industries
Other Financial Services
Parent Company
Corporate Office
  • 1201 3rd Avenue
  • Suite 3400
  • Seattle, WA 98101
  • United States

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MDK Private Wealth Management Valuation & Funding

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

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MDK Private Wealth Management Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of tailored and objective advice services intended for private clients. The company offers a full range of fami
Specialized Finance
Seattle, WA
5 As of 2024

Tacoma, WA
 
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MDK Private Wealth Management Competitors (1)

One of MDK Private Wealth Management’s competitors is Stolz & Associates, a Corporation company based in Tacoma, WA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Stolz & Associates Corporation Tacoma, WA
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MDK Private Wealth Management Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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MDK Private Wealth Management FAQs

  • When was MDK Private Wealth Management founded?

    MDK Private Wealth Management was founded in 2020.

  • Where is MDK Private Wealth Management headquartered?

    MDK Private Wealth Management is headquartered in Seattle, WA.

  • What is the size of MDK Private Wealth Management?

    MDK Private Wealth Management has 5 total employees.

  • What industry is MDK Private Wealth Management in?

    MDK Private Wealth Management’s primary industry is Specialized Finance.

  • Is MDK Private Wealth Management a private or public company?

    MDK Private Wealth Management is a Private company.

  • What is MDK Private Wealth Management’s current revenue?

    The current revenue for MDK Private Wealth Management is .

  • Who are MDK Private Wealth Management’s competitors?

    Stolz & Associates is a competitor of MDK Private Wealth Management.

  • When was MDK Private Wealth Management acquired?

    MDK Private Wealth Management was acquired on 05-Mar-2024.

  • Who acquired MDK Private Wealth Management?

    MDK Private Wealth Management was acquired by Mercer Advisors.

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