Trek Wealth Solutions - Ownership and Business Overview

Financial ServicesCompany

Trek Wealth Solutions Ownership

Who owns Trek Wealth Solutions?

Trek Wealth Solutions is owned by Sowell Management. It was acquired on June 15, 2023.

Trek Wealth Solutions Business Overview

Where is Trek Wealth Solutions headquartered?

Trek Wealth Solutions is headquartered in North Little Rock, Arkansas.

What sector is Trek Wealth Solutions in?

Trek Wealth Solutions is a financial services company.

Financial Services M&A Summary in 2023

Out of 60 sectors in the Mergr database, financial services ranked 12 in number of deals in 2023. The largest financial services acquisition in 2023 was Focus Financial Partners - which was acquired by CD&R for $7.0B.

Join Mergr to view all 126 acquisitions of financial services companies in 2023, including 15 acquisitions by private equity firms, and 111 by strategics.

Trek Wealth Solutions

Trek Wealth Solutions

5320 Northshore Drive,
North Little Rock, Arkansas 72118
United States,
(501) 333-9030
www.mytrekwealth.com

Trek Wealth Solutions provides balanced financial solutions to prepare for retirement. Trek Wealth Solutions is based in North Little Rock, Arkansas.


Company Summary

SECTOR

Financial Services

Former Name

Sector Grid Advisors

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Arkansas Companies , Financial Services Companies , United States Companies , Arkansas Financial Services Companies , Arkansas Financial Services with Acquisitions

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