$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%
$400,000
Gross Revenue
600
# of Accounts
55
Avg Client Age
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.

Extended Profile Information

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