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Herrmann & Cooke Wealth Management, Inc.

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Location

Danville CA US

Primary Industry

Business Support Services

About

Based in California, US, Herrmann & Cooke Wealth Management, Inc. a.k.a Herrmann & Cooke is a fiduciary Registered Investment Advisor that provides financial and wealth management services. In October 2022, Edelman Financial Engines LLC, a portfolio company of Warburg Pincus and Hellman & Friedman, acquired Herrmann & Cooke Wealth Management, Inc. The company's services include financial planning, retirement planning, investment management, and estate planning.
Current Investors
Edelman Financial Engines, LLC

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Primary Industry
Business Support Services
Sub Industries
Consulting Services, Financial Services
Website
https://herrmanncooke.com/
Company Stage
Add-on
Total Amount Raised
Subscriber access only

Deals

Deals Type
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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)
Completed Herrmann & Cooke Wealth Management, Inc. 05 Oct 2022
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