Wealth Design Services - Ownership and Business Overview

Business ServicesCompany

Wealth Design Services Ownership

Who owns Wealth Design Services?

Wealth Design Services is owned by Mercer Advisors. It was acquired on July 12, 2017.

Wealth Design Services Business Overview

Where is Wealth Design Services headquartered?

Wealth Design Services is headquartered in Rochester, New York.

What sector is Wealth Design Services in?

Wealth Design Services is a business services company.

When was Wealth Design Services founded?

Wealth Design Services was founded in 2004.

Business Services M&A Summary in 2017

Out of 60 sectors in the Mergr database, business services ranked 4 in number of deals in 2017. The largest business services acquisition in 2017 was WS Atkins - which was acquired by SNC-Lavalin Group for $3.6B.

Join Mergr to view all 679 acquisitions of business services companies in 2017, including 113 acquisitions by private equity firms, and 566 by strategics.

Wealth Design Services, Inc.

132 Allens Creek Road Suite 205,
Rochester, New York 14618
United States,
(585) 442-3230
www.wealthdesignservices.com

Wealth Design Services, Inc. is a provider of financial planning to families and people with complex situations or are nearing retirement. We use a collaborative hands on process that combines investment management, financial planning, and tax planning. Wealth Design Services, Inc. is a Rochester, NY-based RIA with approximately $160 million of assets under management and also includes a robust tax practice.


Company Summary

SECTOR

Business Services

Established

2004

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