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disciplinedwealthstrategies.com

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Portfolio Exits

1

About 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.

Disciplined Wealth Strategies Headquarter Location

2117 Wychwood Drive

Austin, Texas, 78746,

United States

978-793-1748

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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

Merger

1

Date

2/22/2016

Investment Stage

Merger

Companies

Valuation

Total Funding

Note

Merger

Sources

1

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