WA ASSET MANAGEMENT

wa-asset-management-logo

Warren Averett Asset Management is a financial planning and investment advisory firm. It offers personal wealth management, tax, estate, retirement plan, and institutional consulting services.

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WA ASSET MANAGEMENT

Social Links:

Industry:
Financial Services Retirement Wealth Management

Founded:
1999-01-01

Address:
Birmingham, Alabama, United States

Country:
United States

Website Url:
http://www.waasset.com

Total Employee:
101+

Status:
Active

Contact:
+1 800-759-7857

Email Addresses:
[email protected]

Total Funding:
0

Technology used in webpage:
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Current Employees Featured

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James R. Lazenby
James R. Lazenby Partner, Chief Financial Officer @ WA Asset Management
Partner, Chief Financial Officer

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Josh Reidinger
Josh Reidinger CEO @ WA Asset Management
CEO

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Justin T. Russell
Justin T. Russell Partner, COO, Senior Client Consultant @ WA Asset Management
Partner, COO, Senior Client Consultant

Acquisitions List

Date Company Article Price
2022-07-06 BT Wealth Management BT Wealth Management acquired by WA Asset Management N/A

Investors List

wealth-partners-capital-group_image

Wealth Partners Capital Group

Wealth Partners Capital Group investment in Venture Round - WA Asset Management

Official Site Inspections

http://www.waasset.com

  • Host name: 127.79.148.146.bc.googleusercontent.com
  • IP address: 146.148.79.127
  • Location: Mountain View United States
  • Latitude: 37.4043
  • Longitude: -122.0748
  • Metro Code: 807
  • Timezone: America/Los_Angeles
  • Postal: 94043

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