Global Wealth Advisors, Inc.
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Global Wealth Advisors, Inc. - overview
Established
2008
Location
Lewisville, TX, US
Primary Industry
Financial Services
About
Based in Texas, US, and founded in 2008, Global Wealth Advisors, Inc. operates as a provider of financial planning, investment advisory, and retirement solutions to business owners and corporate clients. In August 2025, Merit Financial Advisors, a portfolio company of Constellation Wealth Capital, acquired Global Wealth Advisors, Inc. The company provides a wide range of financial advisory services, such as wealth management, retirement planning, risk management, estate planning, and income tax planning.
Current Investors
Merit Financial Advisors
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Global Wealth Advisors, Inc. - 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 | Global Wealth Advisors, Inc. | - |
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