AWA Wealth Management
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AWA Wealth Management - overview
Established
1994
Location
-, California, US
Primary Industry
Financial Services
About
Founded in 1994 and based in California, US, AWA Wealth Management operates as a provider of wealth management, investment management, financial planning, tax planning, retirement planning, and estate planning services for individuals, families, and business owners. In September 2026, Modern Wealth Management, LLC, a portfolio company of Crestview Partners, acquired AWA Wealth Management.
Current Investors
Modern Wealth Management, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
AWA Wealth Management - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | AWA Wealth Management | - |
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