Conlon Dart Wealth Management - Ownership and Business Overview

Business ServicesCompany

Conlon Dart Wealth Management Ownership

Who owns Conlon Dart Wealth Management?

Conlon Dart Wealth Management is owned by EP Wealth Advisors. It was acquired on May 8, 2019.

Conlon Dart Wealth Management Business Overview

Where is Conlon Dart Wealth Management headquartered?

Conlon Dart Wealth Management is headquartered in Seattle, Washington.

What sector is Conlon Dart Wealth Management in?

Conlon Dart Wealth Management is a business services company.

Business Services M&A Summary in 2019

Out of 60 sectors in the Mergr database, business services ranked 2 in number of deals in 2019. The largest business services acquisition in 2019 was WageWorks - which was acquired by HealthEquity for $2.0B.

Join Mergr to view all 799 acquisitions of business services companies in 2019, including 133 acquisitions by private equity firms, and 666 by strategics.

Conlon Dart Wealth Management

720 Olive Way Suite 1000,
Seattle, Washington 98101
United States,
(206) 728-0222

Conlon Dart Wealth Management is an independent, fee-only wealth management firm serves as a financial advocate for its clients, with its practice focused on academically grounded investment management, modern financial planning techniques, and consistent client communication to prioritize needs and goals.


Company Summary

SECTOR

Business Services

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