Napa Valley Wealth Management - Ownership and Business Overview

Financial ServicesCompany

Napa Valley Wealth Management Ownership

Who owns Napa Valley Wealth Management?

Napa Valley Wealth Management is owned by Wealth Enhancement Group. It was acquired on March 16, 2022.

Napa Valley Wealth Management Business Overview

Where is Napa Valley Wealth Management headquartered?

Napa Valley Wealth Management is headquartered in St. Helena, California.

What sector is Napa Valley Wealth Management in?

Napa Valley Wealth Management is a financial services company.

When was Napa Valley Wealth Management founded?

Napa Valley Wealth Management was founded in 1992.

Financial Services M&A Summary in 2022

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2022. The largest financial services acquisition in 2022 was Kensington Mortgage - which was acquired by Barclays Bank UK for $3.5B.

Join Mergr to view all 222 acquisitions of financial services companies in 2022, including 25 acquisitions by private equity firms, and 197 by strategics.

Napa Valley Wealth Management

Napa Valley Wealth Management

1127 Pope St # 101,
St. Helena, California 94574
United States,
www.napavalleywealthmanagement.com

Napa Valley Wealth Management was founded in 1992 with the mission of helping clients plan, build and preserve their wealth. The firm offers investment management, personalized financial planning and retirement planning for individuals, families and small businesses.


Company Summary

SECTOR

Financial Services

Established

1992

 Subscribe to unlock this and 201,882
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 Napa Valley Wealth Management

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

Related Lists for California Companies

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