Sommers Financial Management - Ownership and Business Overview

Business ServicesCompany

Sommers Financial Management Ownership

Who owns Sommers Financial Management?

Sommers Financial Management is owned by Wealthcare Capital Management. It was acquired on January 11, 2023.

Sommers Financial Management Business Overview

Where is Sommers Financial Management headquartered?

Sommers Financial Management is headquartered in Scappoose, Oregon.

What sector is Sommers Financial Management in?

Sommers Financial Management is a business services company.

When was Sommers Financial Management founded?

Sommers Financial Management was founded in 2002.

Business Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, business services ranked 1 in number of deals in 2023. The largest business services acquisition in 2023 was Textainer Group Holdings - which was acquired by Stonepeak for $7.4B.

Join Mergr to view all 889 acquisitions of business services companies in 2023, including 100 acquisitions by private equity firms, and 789 by strategics.

Sommers Financial Management

Sommers Financial Management

51605 Columbia River Hwy,
Scappoose, Oregon 97056
United States,
(253) 541-2754
www.sommersfinancial.com

Sommers Financial Management advises on more than $100 million in assets under management ("AUM"). Its services include wealth management, financial planning, retirement plans for small businesses, and estate plan coordination. Sommers Financial Management was formed in 2002 and is based in Scappoose, Oregon.


Company Summary

SECTOR

Business Services

Established

2002

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