Washington Wealth Advisors
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Washington Wealth Advisors - overview
Established
2011
Location
-, VA, US
Primary Industry
Financial Services
About
Based in Virginia, US, and founded in 2011 by Maura Schauss, Washington Wealth Advisors operates as an independent, fee-only registered investment advisory firm that focuses on holistic financial planning and comprehensive investment management. In February 2023, Wealth Enhancement Group, LLC, a wealth management firm and a portfolio company of Onex, acquired Washington Wealth Advisors. As of February 2023, the company oversees more than USD 273 million in client assets with a team of three financial advisors and four client service staff. Washington Wealth Advisors offers financial planning, investment management, retirement planning, education planning, and tax saving strategies.
The company provides advice on a wide suite of services, such as employee benefits packages, employer-sponsored retirement plans, financial independence or retirement, retirement income planning, Roth IRA conversions, education savings planning, and protection planning evaluation to families, executives, highly compensated individuals, women building wealth, and small business owners.
Current Investors
Wealth Enhancement Group, LLC
Primary Industry
Financial Services
Sub Industries
Accounting Services
Website
www.washingtonwealthadv.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Washington Wealth Advisors - 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 | Washington Wealth Advisors | - |
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