About CBD Wealth Management
CBD Wealth Management is a Financial Services company based in Metairie (United States) founded in 2004, and was acquired by Beacon Pointe in November 2020. Wealth management firm. Its focus areas include Asset Management and Wealth Management. Its competitors include Raymond James, Wintrust and Focus Financial Partners; 1 of its 3 listed competitors has raised funding.
Company details
CBD Wealth Management was established in 2004 as a firm focused on the financial services sector. Operations are centered in Metairie, United States, where advisory and investment management services are delivered to high-net-worth individuals and families. Portfolio management, financial planning, and estate strategies are handled through a client-oriented approach. The firm maintains its online presence via cbdwealth.com, supporting regional wealth preservation efforts.
- Headquarters Metairie, United States
- Stage Acquired
- SectorsFinancial Services
- Website cbdwealth.com
- Social LinkedIn
- Acquired by Beacon Pointe (Nov 2020)
- Investors
- Acquired byBeacon Pointe
(Nov 2020)
Investors in CBD Wealth Management
CBD Wealth Management has secured backing from 1 investor. Prominent investors backing the company include Beacon Pointe Advisors.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided by Beacon Pointe. | 2002 | beaconpointe.com | Newport Beach, United States |
Investor details for CBD Wealth Management
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Timeline of CBD Wealth Management
2 dated milestones of CBD Wealth Management across 16 years, from founding to its latest funding, stage changes and deals.
- Founded CBD Wealth Management is founded.
- Exit Acquired by Beacon Pointe.
Competitors of CBD Wealth Management
CBD Wealth Management has 3 listed competitors in our database, 1 of them funded. They include Raymond James, Wintrust and Focus Financial Partners.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. |
Detailed competitors of CBD Wealth Management
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Top companies in Asset Management
3 companies that operate in the same segment as CBD Wealth Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about CBD Wealth Management
CBD Wealth Management was founded in 2004.
CBD Wealth Management is headquartered in Metairie, United States. It is registered at Metairie, Louisiana, United States.
CBD Wealth Management was established in 2004 as a firm focused on the financial services sector. Operations are centered in Metairie, United States, where advisory and investment management services are delivered to high-net-worth individuals and families. Portfolio management, financial planning, and estate strategies are handled through a client-oriented approach. The firm maintains its online presence via cbdwealth.com, supporting regional wealth preservation efforts.
CBD Wealth Management's top competitors include Focus Financial Partners, Raymond James and Wintrust.
CBD Wealth Management has 1 investor. Key investors include Beacon Pointe Advisors.
Yes. CBD Wealth Management was acquired by Beacon Pointe in November 2020.