MDK Private Wealth Management Overview
- Year Founded
-
2020

- Status
-
Acquired/Merged
- Employees
-
5

- 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(Operating Subsidiary)
Corporate Office
- 1201 3rd Avenue
- Suite 3400
- Seattle, WA 98101
- United States
Corporate Office
- 1201 3rd Avenue
- Suite 3400
- Seattle, WA 98101
- United States
MDK Private Wealth Management Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
MDK Private Wealth Management Comparisons
Industry
Financing
Details
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 |
MDK Private Wealth Management Signals
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.
Data Transparency
-
Meet our data hygiene team
Discover how our experts ensure you’re getting the most accurate financial data in the industry.
Read blog » -
How PitchBook sources data
Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.
Discover our process »