RH Wealth Advisors - Ownership and Business Overview

Financial ServicesCompany

RH Wealth Advisors Ownership

Who owns RH Wealth Advisors?

RH Wealth Advisors is owned by Mathis Wealth Management. It was acquired on May 1, 2024.

RH Wealth Advisors Business Overview

Where is RH Wealth Advisors headquartered?

RH Wealth Advisors is headquartered in Ventura, California.

What sector is RH Wealth Advisors in?

RH Wealth Advisors is a financial services company.

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 144 acquisitions of financial services companies in 2024, including 9 acquisitions by private equity firms, and 135 by strategics.

RH Wealth Advisors

RH Wealth Advisors

5700 Ralston Street, Suite 102,
Ventura, California 93003
United States,

RH Wealth Advisors is a registered principal offering securities and wealth advisory services through United Planners Financial Services, Member FINRA and SIPC. RH Wealth Advisors is based in Ventura, California.


Company Summary

SECTOR

Financial Services

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