Precipio Wealth Management - M&A Summary, Ownership, and Business Overview

Business ServicesCompany

Precipio Wealth Management M&A Summary

Precipio Wealth Management has acquired 1 company of its own.

Precipio Wealth Management has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Precipio Wealth Management Ownership

Who owns Precipio Wealth Management?

Precipio Wealth Management is owned by Mercer Advisors. It was acquired on December 1, 2021.

Precipio Wealth Management Business Overview

Where is Precipio Wealth Management headquartered?

Precipio Wealth Management is headquartered in McLean, Virginia.

What sector is Precipio Wealth Management in?

Precipio Wealth Management is a business services company.

When was Precipio Wealth Management founded?

Precipio Wealth Management was founded in 2009.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Precipio Wealth Management

Precipio Wealth Management LLC

8180 Greensboro Drive Suite 1010,
McLean, Virginia 22102
United States,
(703) 773-2474
www.precipiowealth.com

Precipio Wealth Management offers financial planning, professional asset management, and investment advisory services in Virginia. Precipio serves clients in 19 states with assets under management (AUM) of approximately $250 million. Precipio Wealth Management was founded in 2009 and is based in McLean, Virginia.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
S. Loewinger & Co. 2014-02-02 - Add-on Acquisition
Leesburg, Virginia
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Virginia 1 - - -
Total 1 - - -

Company Summary

SECTOR

Business Services

Established

2009

 Subscribe to unlock this and 209,449
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 202K M&A Transactions
  • 205K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Precipio Wealth Management

Virginia Companies , Business Services Companies , United States Companies , Virginia Business Services Companies , Virginia Business Services with Acquisitions , Virginia Business Services with Divestitures

Related Lists for Virginia Companies

Largest Virginia Companies , Acquisitive Virginia Companies , Recently Acquired Virginia Companies , Recently Sold Virginia Companies , Private Virginia Companies , Public Virginia Companies , Acquired Virginia Companies , PE Backed Virginia Companies

Related Lists for Business Services Companies

Largest Business Services Companies , Acquisitive Business Services Companies , Recently Acquired Business Services Companies , Recently Sold Business Services Companies , Private Business Services Companies , Public Business Services Companies , Acquired Business Services Companies , PE Backed Business Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal