Scroggins Wealth Management Asset Profile

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Year established

1998

Location

Primary Industry

Financial Services

About

Founded in 1998 and based in the US, Scroggins Wealth Management is a financial company that provides comprehensive wealth management services to its clients. It has offices in New Lenox, Naples, and Fort Myers. Michael Scroggins is the Founder and Registered Principal. The management team is comprised of four advisors and six support staff members. The company is engaged in business planning, education planning, financial planning, portfolio management, and retirement planning. It focuses on tax planning and the combination of virtual client interactions with in-person services at their three locations. It oversees more than USD 370 million in client assets, of which USD 100 million are brokerage assets held at LPL Financial.

Current Investors

Wealth Enhancement Group, LLC

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Primary Industry

Financial Services

Sub Industries

Consulting Services, Financial Services

Verticals

FinTech

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on

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	Scroggins Wealth Management	05 Oct 2022

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