Washington Wealth Management
2010
FOUNDED
M&A
STATUS
11-20
EMPLOYEES
M&A
LATEST DEAL TYPE
1
FINANCING ROUNDS
2
INVESTMENTS
Description
Provider of investment advisory services. The company is a hybrid registered investment adviser (RIA) supporting fee and transaction-based independent financial advisor teams across the U.S.
Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Office
- 3570 Carmel Mountain Road
- Suite 150
- San Diego, CA 92130
- United States
+1 (800) 000-0000
Washington Wealth Management Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
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Request full access to PitchBookWashington Wealth Management Acquisitions (2)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 0000000000 000000 | 05-Dec-2012 | 000000000000000000 | Other Financial Services | ||
| Overlake Partners | 05-Dec-2012 | Merger/Acquisition | Consulting Services (B2B) | 000 00000000000 |
Washington Wealth Management Subsidiaries (2)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Overlake Partners | Consulting Services (B2B) | Bellevue, WA | |
| 0000000000 000000 | Other Financial Services | San Diego, CA |