Wacker Wealth Partners - Ownership and Business Overview

Financial ServicesCompany

Wacker Wealth Partners Ownership

Who owns Wacker Wealth Partners?

Wacker Wealth Partners is owned by EP Wealth Advisors. It was acquired on April 2, 2024.

Wacker Wealth Partners Business Overview

Where is Wacker Wealth Partners headquartered?

Wacker Wealth Partners is headquartered in San Luis Obispo, California.

What sector is Wacker Wealth Partners in?

Wacker Wealth Partners is a financial services company.

When was Wacker Wealth Partners founded?

Wacker Wealth Partners was founded in 1988.

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 121 acquisitions of financial services companies in 2024, including 7 acquisitions by private equity firms, and 114 by strategics.

Wacker Wealth Partners

Wacker Wealth Partners LLC

892 Aerovista Place, Suite 220,
San Luis Obispo, California 93401
United States,
(805) 541-1308
www.wackerwealthpartners.com

Wacker Wealth Partners provides fee-only financial planning and investment management services. As a commission-free firm, Wacker Wealth Partners were providing a unique form of financial services back then and one that is still too rare today. Wacker Wealth Partners was founded in 1988 and is based in San Luis Obispo, California.


Company Summary

SECTOR

Financial Services

Established

1988

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