$78MM AUM | $2MM GDC in Irvine, CA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Irvine, CA, US
Listing Type
Seller | Merge
Fee 0% Commission 100%
AUM
$78,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
250
Avg Client Age
50
Overview

CPA, wealth management, and RIA business. Interested in selling while remaining an employee of the business for the next 5-10 years. Looking to sell within the year. Prefer buyer to have CPA credentials. Candidate must have the upfront cash or financing available to purchase the entire business and have the capability to manage a firm with over 15 employees and continue to grow the business.

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