Wealthstreet Invesment Advisors - Ownership and Business Overview

Business ServicesCompany

Wealthstreet Invesment Advisors Ownership

Who owns Wealthstreet Invesment Advisors?

Wealthstreet Invesment Advisors is owned by Beacon Pointe Advisors. It was acquired on April 1, 2021.

Wealthstreet Invesment Advisors Business Overview

Where is Wealthstreet Invesment Advisors headquartered?

Wealthstreet Invesment Advisors is headquartered in Dallas, Texas.

What sector is Wealthstreet Invesment Advisors in?

Wealthstreet Invesment Advisors is a business services company.

When was Wealthstreet Invesment Advisors founded?

Wealthstreet Invesment Advisors was founded in 2017.

Business Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, business services ranked 2 in number of deals in 2021. The largest business services acquisition in 2021 was UDG Healthcare - which was acquired by CD&R for $3.7B.

Join Mergr to view all 1266 acquisitions of business services companies in 2021, including 176 acquisitions by private equity firms, and 1090 by strategics.

Wealthstreet Invesment Advisors

Wealthstreet Invesment Advisors LLC

1445 Ross Avenue, Suite 5600,
Dallas, Texas 75202
United States,
www.wealthstreet-advisors.com

Wealthstreet Invesment Advisors was founded by all of the employees of Gerald L. Ray & Associates, Ltd. and is built upon a 40-year history of offering investment advice. It is a Dallas-based, fee-only Registered Investment Advisor (RIA) founded in 2017.


Company Summary

SECTOR

Business Services

Established

2017

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