Washington Wealth Management Overview

  • Founded
  • 2010
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 11
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1
  • Investments
  • 2

Washington Wealth Management General Information

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.

Contact Information

Website
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Asset Management
Parent Company
Primary Office
  • 3570 Carmel Mountain Road
  • Suite 150
  • San Diego, CA 92130
  • United States
+1 (800) 000-0000
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Washington Wealth Management Valuation & Funding

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

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Washington Wealth Management Executive Team (1)

Name Title Board Seat Contact Info
Rob Bartenstein Chief Executive Officer
To view Washington Wealth Management’s complete executive team members history, request access »

Washington Wealth Management Board Members (1)

Name Representing Role Since
00000 000000000 Self Board Member 000 0000
To view Washington Wealth Management’s complete board members history, request access »

Washington 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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Washington 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
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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
To view Washington Wealth Management’s complete subsidiaries history, request access »