Precipio Wealth Management - M&A Summary, Ownership, and Business Overview

Business ServicesCompany

Precipio Wealth Management M&A Summary

Precipio Wealth Management has acquired 1 company of its own.

Precipio Wealth Management has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Precipio Wealth Management Ownership

Who owns Precipio Wealth Management?

Precipio Wealth Management is owned by Mercer Advisors. It was acquired on December 1, 2021.

Precipio Wealth Management Business Overview

Where is Precipio Wealth Management headquartered?

Precipio Wealth Management is headquartered in McLean, Virginia.

What sector is Precipio Wealth Management in?

Precipio Wealth Management is a business services company.

When was Precipio Wealth Management founded?

Precipio Wealth Management was founded in 2009.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Precipio Wealth Management

Precipio Wealth Management LLC

8180 Greensboro Drive Suite 1010,
McLean, Virginia 22102
United States,
(703) 773-2474
www.precipiowealth.com

Precipio Wealth Management offers financial planning, professional asset management, and investment advisory services in Virginia. Precipio serves clients in 19 states with assets under management (AUM) of approximately $250 million. Precipio Wealth Management was founded in 2009 and is based in McLean, Virginia.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
S. Loewinger & Co. 2014-02-02 - Add-on Acquisition
Leesburg, Virginia
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Virginia 1 - - -
Total 1 - - -

Company Summary

SECTOR

Business Services

Established

2009

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