WealthTrust - M&A Summary and Business Overview

Financial ServicesCompany

WealthTrust M&A Summary

WealthTrust has acquired 1 company.

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

WealthTrust Business Overview

Where is WealthTrust headquartered?

WealthTrust is headquartered in Scottsdale, Arizona.

What sector is WealthTrust in?

WealthTrust is a financial services company.

When was WealthTrust founded?

WealthTrust was founded in 1997.

M&A Summary

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

WealthTrust LLC

8434 East Shea Blvdd,
Scottsdale, Arizona 85260
United States,
(480) 339-5221
www.wealthtrust.com

WealthTrust, a Nashville, TN-based holding company, is a strategic financial partner for US-based investment management firms. The company provides comprehensive wealth management services to select individuals and families through eleven affiliated investment management firms. WealthTrust?s team of specialists strengthens each of the affiliates by providing them execution and support in compliance, technology, back office and client services.


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
Fairport Asset Management LLC 2007-11-02 - Add-on Acquisition
Cleveland, Ohio · www.fairportasset.com
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 - - -
  Ohio 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

Established

1997

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

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