Trek Wealth Solutions - Ownership and Business Overview

Financial ServicesCompany

Trek Wealth Solutions Ownership

Who owns Trek Wealth Solutions?

Trek Wealth Solutions is owned by Sowell Management. It was acquired on June 15, 2023.

Trek Wealth Solutions Business Overview

Where is Trek Wealth Solutions headquartered?

Trek Wealth Solutions is headquartered in North Little Rock, Arkansas.

What sector is Trek Wealth Solutions in?

Trek Wealth Solutions 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.

Trek Wealth Solutions

Trek Wealth Solutions

5320 Northshore Drive,
North Little Rock, Arkansas 72118
United States,
(501) 333-9030
www.mytrekwealth.com

Trek Wealth Solutions provides balanced financial solutions to prepare for retirement. Trek Wealth Solutions is based in North Little Rock, Arkansas.


Company Summary

SECTOR

Financial Services

Former Name

Sector Grid Advisors

 Subscribe to unlock this and 208,602
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
  • 201K M&A Transactions
  • 204K 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 Trek Wealth Solutions

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

Related Lists for Arkansas Companies

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

Related Lists for Financial Services Companies

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