RGT Wealth Advisors - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

RGT Wealth Advisors M&A Summary

RGT Wealth Advisors has acquired 1 company of its own, including 1 in the last 5 years.

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

RGT Wealth Advisors Ownership

Who owns RGT Wealth Advisors?

RGT Wealth Advisors is owned by CI Financial. It was acquired on November 24, 2020.

RGT Wealth Advisors Business Overview

Where is RGT Wealth Advisors headquartered?

RGT Wealth Advisors is headquartered in Dallas, Texas.

What sector is RGT Wealth Advisors in?

RGT Wealth Advisors is a financial services company.

M&A Summary

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

RGT Wealth Advisors LLC

5950 Sherry Lane, Suite 600,
Dallas, Texas 75225
United States,
(214) 360-7000
www.rgtadvisors.com

RGT Wealth Advisors LLC offers a fully integrated approach to investment management and wealth management, including sophisticated financial planning services to high-net-worth individuals as well as family office services in Texas and across the U.S.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - 1 - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
Odyssey Wealth Management LLC 2021-10-28 - Add-on Acquisition
Plano, Texas · www.odysseywealth.com
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 - - -
  Texas 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

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