Napa Valley Wealth Management
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Napa Valley Wealth Management - overview
Established
1992
Location
St.Helena, CA, US
Primary Industry
Financial Services
About
Based in California, US, and founded in 1992, Napa Valley Wealth Management operates as an investment management firm that helps its clients plan, build and preserve their wealth. The company was founded by Kelly Crane (President and CIO). In March 2022, Wealth enhancement group, LLC, a portfolio company of Onex and TA Associates acquired NPWM. The firm offers services like investment management, customized financial planning, and retirement plans for individuals, small businesses, and families.
It also provides services for nonprofits and clients going through career changes and divorce. NVWM also offers insurance, tax minimization solutions, business solutions, and investment and retirement management services. In addition to these services, the company also provides estate planning, major sale and purchase analysis, and philanthropic counsel.
Current Investors
Wealth Enhancement Group, LLC
Primary Industry
Financial Services
Sub Industries
Financial Services
Website
www.napavalleywealthmanagement.com
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Napa Valley 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 | Napa Valley Wealth Management | - |
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Napa Valley Wealth Management - employee data
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