9258 Wealth Management - Ownership and Business Overview

Financial ServicesCompany

9258 Wealth Management Ownership

Who owns 9258 Wealth Management?

9258 Wealth Management is owned by Waverly Advisors. It was acquired on October 22, 2024.

9258 Wealth Management Business Overview

Where is 9258 Wealth Management headquartered?

9258 Wealth Management is headquartered in Cincinnati, Ohio.

What sector is 9258 Wealth Management in?

9258 Wealth Management is a financial services company.

When was 9258 Wealth Management founded?

9258 Wealth Management was founded in 2017.

Financial Services M&A Summary in 2024

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2024. The largest financial services acquisition in 2024 was Discover Financial Services - which was acquired by Capital One Financial for $35.3B.

Join Mergr to view all 151 acquisitions of financial services companies in 2024, including 9 acquisitions by private equity firms, and 142 by strategics.

9258 Wealth Management

9258 Wealth Management LLC

4420 Cooper Rd, Suite 100,
Cincinnati, Ohio 45242
United States,
www.9258wealth.com

9258 Wealth Management is an investment advisory firm and tax preparation and planning business. 9258 Wealth Management was founded in 2017 and is based in Cincinnati, Ohio.


Company Summary

SECTOR

Financial Services

Established

2017

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