Wacker Wealth Partners - Ownership and Business Overview

Financial ServicesCompany

Wacker Wealth Partners Ownership

Who owns Wacker Wealth Partners?

Wacker Wealth Partners is owned by EP Wealth Advisors. It was acquired on April 2, 2024.

Wacker Wealth Partners Business Overview

Where is Wacker Wealth Partners headquartered?

Wacker Wealth Partners is headquartered in San Luis Obispo, California.

What sector is Wacker Wealth Partners in?

Wacker Wealth Partners is a financial services company.

When was Wacker Wealth Partners founded?

Wacker Wealth Partners was founded in 1988.

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.

Wacker Wealth Partners

Wacker Wealth Partners LLC

892 Aerovista Place, Suite 220,
San Luis Obispo, California 93401
United States,
(805) 541-1308
www.wackerwealthpartners.com

Wacker Wealth Partners provides fee-only financial planning and investment management services. As a commission-free firm, Wacker Wealth Partners were providing a unique form of financial services back then and one that is still too rare today. Wacker Wealth Partners was founded in 1988 and is based in San Luis Obispo, California.


Company Summary

SECTOR

Financial Services

Established

1988

 Subscribe to unlock this and 201,688
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 Wacker Wealth Partners

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