Bluerock Wealth Management, LLC
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Bluerock Wealth Management, LLC - overview
Established
2019
Location
Alpharetta, GA, US
Primary Industry
Financial Services
About
Bluerock Wealth Management, LLC is a fiduciary fee-only advisory firm that provides personalized wealth management solutions, including financial planning, investment management, and tax consulting services tailored to individual clients' unique financial needs. Founded in 2019 and headquartered in Alpharetta, US, Bluerock Wealth Management specializes in fiduciary services. In October 2021, Hightower Holding, LLC acquired the firm, although the financial terms were not disclosed. The founder's background details are not available.
Bluerock Wealth Management specializes in providing comprehensive wealth management solutions as a fiduciary fee-only advisory firm. Their core offerings include financial planning, investment management, and tax consulting, all tailored to the unique financial goals of each client. The firm employs a disciplined analytical approach to create customized investment strategies while integrating proactive tax mitigation throughout the year to enhance wealth growth. Their services cater to individual investors, families, and business owners throughout the United States and beyond.
Bluerock Wealth Management generates revenue primarily through client fees for its fiduciary advisory services. These fees may be structured as a percentage of assets under management or fixed fees for specific financial planning and consulting services. The firm emphasizes transparency in pricing, ensuring that clients are aligned with their financial objectives while upholding their fiduciary duty in all financial dealings. Following its acquisition by Hightower Holding, LLC in October 2021, Bluerock Wealth Management aims to enhance its operational and value-added advisory services.
The acquisition is expected to bolster the company's service offerings and expand its capabilities in wealth management. Specific new product launches and geographic expansion plans have not been detailed, but the integration into the Hightower network suggests a strategic direction towards broader market engagement.
Current Investors
Hightower Holding, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Financial Services
Website
www.bluerockwealth.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Bluerock Wealth Management, LLC - 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 | Bluerock Wealth Management, LLC | - |
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