ML&R Wealth Management - Ownership and Business Overview

Financial ServicesCompany

ML&R Wealth Management Ownership

Who owns ML&R Wealth Management?

ML&R Wealth Management is owned by Creative Planning. It was acquired on April 2, 2024.

ML&R Wealth Management Business Overview

Where is ML&R Wealth Management headquartered?

ML&R Wealth Management is headquartered in Austin, Texas.

What sector is ML&R Wealth Management in?

ML&R Wealth Management is a financial services company.

When was ML&R Wealth Management founded?

ML&R Wealth Management was founded in 1997.

Financial Services M&A Summary in 2024

Out of 60 sectors in the Mergr database, financial services ranked 11 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 143 acquisitions of financial services companies in 2024, including 8 acquisitions by private equity firms, and 135 by strategics.

ML&R Wealth Management

ML&R Wealth Management LLC

401 Congress Avenue, Suite 1100,
Austin, Texas 78701
United States,
(512) 370-3296
www.mlrwm.com

ML&R Wealth Management is a financial advisory firm dedicated to providing comprehensive wealth management with a commitment to personalized service and a focus on long-term financial success. ML&R was founded in 1997 and is based in Austin, Texas.


Company Summary

SECTOR

Financial Services

Established

1997

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