Profile Previews

Get a glimpse into our company and investor data—powered by the PitchBook Platform

Washington Wealth Management

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)
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

Washington Wealth Management Valuation and Funding

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

This information is reserved for PitchBook Platform users. To explore Washington Wealth Management‘s full profile, request access.

Request full access to PitchBook

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
To view this company’s complete investment and acquisition history, request access »

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 this company’s complete subsidiary history, request access »

Washington Wealth Management Executive Team (1)

Name Title Board
Seat
Contact
Info
Rob Bartenstein Chief Executive Officer

Washington Wealth Management Board Members (1)

Name Representing Role Since Contact
Info
00000 000000000 Self Board Member 000 0000