Mooshi Wealth Planning & Management - Ownership and Business Overview

Financial ServicesCompany

Mooshi Wealth Planning & Management Ownership

Who owns Mooshi Wealth Planning & Management?

Mooshi Wealth Planning & Management is owned by Kestra Financial. It was acquired on December 21, 2023.

Mooshi Wealth Planning & Management Business Overview

Where is Mooshi Wealth Planning & Management headquartered?

Mooshi Wealth Planning & Management is headquartered in Novi, Michigan.

What sector is Mooshi Wealth Planning & Management in?

Mooshi Wealth Planning & Management is a financial services company.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 137 acquisitions of financial services companies in 2023, including 19 acquisitions by private equity firms, and 118 by strategics.

Mooshi Wealth Planning & Management

Mooshi Wealth Planning & Management

39555 Orchard Hill Place,
Novi, Michigan 48375
United States,

Mooshi Wealth Planning & Management is a wealth and asset management firm focused on a serving a variety of clients. The Company is based in Novi, Michigan.


Company Summary

SECTOR

Financial Services

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Related Lists for Mooshi Wealth Planning & Management

Michigan Companies , Financial Services Companies , United States Companies , Michigan Financial Services Companies , Michigan Financial Services with Acquisitions , Michigan Financial Services with Divestitures

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