Investor directory

Wentworth Management Services

Wentworth Management Services LLC is a holding company that acquires and manages businesses in the wealth management industry. The company specializes in consolidating independent broker-dealers to capture economies of scale needed to service financial advisors in today's technology-enabled regulatory environment. Wentworth's core philosophy focuses on building long-term, productive relationships with its advisor base.

Top Stages

Acquisition
http://www.wentworthms.com
https://crunchbase.com/organization/wentworth-management-services
https://facebook.com/wentworthms
https://linkedin.com/company/wentworthms
https://twitter.com/wentworthwms

Craig Gould

President

1 past transactions

Purshe Kaplan Sterling Investments

Acquisition in 2017
Purshe Kaplan Sterling Investments, Inc. offers financial and brokerage services related to mutual funds, college savings plans, insurance, variable products, and alternative investments. The company was founded in 1993 and is headquartered in Albany, New York. As of November 30, 2017, Purshe Kaplan Sterling Investments, Inc. operates as a subsidiary of Wentworth Management Services, LLC.
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