ML&R Wealth Management - Ownership and Business Overview

Financial ServicesCompany

ML&R Wealth Management Ownership

Who owns ML&R Wealth Management?

ML&R Wealth Management is owned by Creative Planning. It was acquired on April 2, 2024.

ML&R Wealth Management Business Overview

Where is ML&R Wealth Management headquartered?

ML&R Wealth Management is headquartered in Austin, Texas.

What sector is ML&R Wealth Management in?

ML&R Wealth Management is a financial services company.

When was ML&R Wealth Management founded?

ML&R Wealth Management was founded in 1997.

Financial Services M&A Summary in 2024

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2024. The largest financial services acquisition in 2024 was Discover Financial Services - which was acquired by Capital One Financial for $35.3B.

Join Mergr to view all 45 acquisitions of financial services companies in 2024, including 3 acquisitions by private equity firms, and 42 by strategics.

ML&R Wealth Management

ML&R Wealth Management LLC

401 Congress Avenue, Suite 1100,
Austin, Texas 78701
United States,
(512) 370-3296
www.mlrwm.com

ML&R Wealth Management is a financial advisory firm dedicated to providing comprehensive wealth management with a commitment to personalized service and a focus on long-term financial success. ML&R was founded in 1997 and is based in Austin, Texas.


Company Summary

SECTOR

Financial Services

Established

1997

 Subscribe to unlock this and 201,649
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 193K M&A Transactions
  • 197K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for ML&R Wealth Management

Texas Companies , Financial Services Companies , United States Companies , Texas Financial Services Companies , Texas Financial Services with Acquisitions , Texas Financial Services with Divestitures

Related Lists for Texas Companies

Largest Texas Companies , Acquisitive Texas Companies , Recently Acquired Texas Companies , Recently Sold Texas Companies , Private Texas Companies , Public Texas Companies , Acquired Texas Companies , PE Backed Texas Companies

Related Lists for Financial Services Companies

Largest Financial Services Companies , Acquisitive Financial Services Companies , Recently Acquired Financial Services Companies , Recently Sold Financial Services Companies , Private Financial Services Companies , Public Financial Services Companies , Acquired Financial Services Companies , PE Backed Financial Services Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal