Portfolio Exits
1About Disciplined Wealth Strategies
Disciplined Wealth Strategies is an Austin-based investment advisor specializing in providing outsourced, factor-based investment solutions to financial advisors across the country.
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Disciplined Wealth Strategies Portfolio Exits
1 Portfolio Exit
Disciplined Wealth Strategies has 1 portfolio exit. Their latest portfolio exit was Efficient Advisors on September 09, 2020.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
9/9/2020 | Merger - II | 1 |
Date | 9/9/2020 |
|---|---|
Exit | Merger - II |
Companies | |
Valuation | |
Acquirer | |
Sources | 1 |
Disciplined Wealth Strategies Acquisitions
1 Acquisition
Disciplined Wealth Strategies acquired 1 company. Their latest acquisition was Efficient Advisors on February 22, 2016.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
2/22/2016 | Merger | 1 |
Date | 2/22/2016 |
|---|---|
Investment Stage | |
Companies | |
Valuation | |
Total Funding | |
Note | Merger |
Sources | 1 |
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