$50MM AUM | $400,000 GDC in Vancouver, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Vancouver, WA, US
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
600
Avg Client Age
55
Overview

I started Whitehouse Wealth Management 3 years ago. After spending 10 years as a Regional VP for an investment company I went independent and in a short time grew my company to 50M AUM and 400k in revenue. The growth was both organic and through acquisition. I have had several successful acquisitions and would be happy to supply references to past sellers. In the last year I have added on staff and additional advisors to increase our capacity. We are looking to partner with other advisors who would like to protect, sunset, or sell their practices.

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