Willingdon Wealth Management - Ownership and Business Overview

Business ServicesCompany

Willingdon Wealth Management Ownership

Who owns Willingdon Wealth Management?

Willingdon Wealth Management is owned by Exencial Wealth Advisors. It was acquired on May 1, 2020.

Willingdon Wealth Management Business Overview

Where is Willingdon Wealth Management headquartered?

Willingdon Wealth Management is headquartered in Huntersville, North Carolina.

What sector is Willingdon Wealth Management in?

Willingdon Wealth Management is a business services company.

Business Services M&A Summary in 2020

Out of 60 sectors in the Mergr database, business services ranked 2 in number of deals in 2020. The largest business services acquisition in 2020 was Hms Holdings - which was acquired by Gainwell Technologies for $3.4B.

Join Mergr to view all 809 acquisitions of business services companies in 2020, including 136 acquisitions by private equity firms, and 673 by strategics.

Willingdon Wealth Management

13801 Reese Blvd. West Suite 155,
Huntersville, North Carolina 28078
United States,
(704) 659-7810
www.willingdonwealth.com

Willingdon Wealth Management is an independent registered investment advisor that specializes in customizing investment portfolios with individual securities to meet clients’ unique financial needs.


Company Summary

SECTOR

Business Services

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