WA Asset Management - Ownership and Business Overview

Financial ServicesCompany

WA Asset Management Ownership

Who owns WA Asset Management?

WA Asset Management is owned by Wealth Partners Capital Group. It was acquired on July 6, 2022.

WA Asset Management Business Overview

Where is WA Asset Management headquartered?

WA Asset Management is headquartered in Birmingham, Alabama.

What sector is WA Asset Management in?

WA Asset Management is a financial services company.

When was WA Asset Management founded?

WA Asset Management was founded in 1999.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 231 acquisitions of financial services companies in 2022, including 24 acquisitions by private equity firms, and 207 by strategics.

WA Asset Management

WA Asset Management LLC

600 University Park Place, Suite 501,
Birmingham, Alabama 35209
United States,
(866) 871-3334
www.waasset.com

WA Asset Management is an investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including high-net-worth individuals and families, corporate retirement plans, trusts, endowments, and institutions. WA Asset Management was founded in 1999 and is based in Birmingham, Alabama.


Company Summary

SECTOR

Financial Services

Established

1999

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