Weinheimer Wealth Management - Ownership and Business Overview

Financial ServicesCompany

Weinheimer Wealth Management Ownership

Who owns Weinheimer Wealth Management?

Weinheimer Wealth Management is owned by Exencial Wealth Advisors. It was acquired on December 19, 2023.

Weinheimer Wealth Management Business Overview

Where is Weinheimer Wealth Management headquartered?

Weinheimer Wealth Management is headquartered in Austin, Texas.

What sector is Weinheimer Wealth Management in?

Weinheimer Wealth Management is a financial services company.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 137 acquisitions of financial services companies in 2023, including 19 acquisitions by private equity firms, and 118 by strategics.

Weinheimer Wealth Management

Weinheimer Wealth Management

4101 Parkstone Heights Drive, Suite 210,
Austin, Texas 78746
United States,
(512) 372-8118
www.weinheimerwealth.com

Weinheimer Wealth Management is an independent wealth management firm and fiduciary specializing in financial planning and investment management, the firm aims to address the personalized needs of its clients, including high net-worth individuals and small business owners. Weinheimer Wealth Management is based in Austin, Texas.


Company Summary

SECTOR

Financial Services

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