Wealth Design - Ownership and Business Overview

Financial ServicesCompany

Wealth Design Ownership

Who owns Wealth Design?

Wealth Design is owned by Beacon Pointe Advisors. It was acquired on March 1, 2021.

Wealth Design Business Overview

Where is Wealth Design headquartered?

Wealth Design is headquartered in San Jose, California.

What sector is Wealth Design in?

Wealth Design is a financial services company.

Financial Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2021. The largest financial services acquisition in 2021 was Afterpay Limited - which was acquired by Block for $27.8B.

Join Mergr to view all 233 acquisitions of financial services companies in 2021, including 24 acquisitions by private equity firms, and 209 by strategics.

Wealth Design LLC

San Jose, California
United States,
www.wealthdesignllc.com

Wealth Design LLC provides a range of financial and wealth management services that evolve with our clients, is based in San Jose, California.


Company Summary

SECTOR

Financial Services

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