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Wambolt & Associates Logo
Wambolt & Associates CB Rank
1174429
Heat Score
29
Wambolt & Associates is a wealth management, tax, estate, and investment advisory company.
Acquired by
Carson Group Logo
Carson Group
Private Littleton, Colorado, United States11-50 wamboltwealth.com/
Accounting
Advice
Financial Services
Professional Services
Wealth Management
Overview

Wambolt & Associates
Heat Score
29

Growth Score
pts
in past quarter
Heat Score 29
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Wambolt & Associates

CB Rank
1174429
Wambolt & Associates is a wealth management, tax, estate, and investment advisory company.
Acquired by
Carson Group Logo
Carson Group
Private Littleton, Colorado, United States11-50 wamboltwealth.com/
Accounting
Advice
Financial Services
Professional Services
Wealth Management

Details

Legal Name WAMBOLT & ASSOCIATES, LLC.
Also Known As W&A
Operating Status Closed
Company Type For Profit
Phone Number 720-962-6700
Contact Email info@wamboltwealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that develops a long-term financial plan tailored to a client's goals and current financial situation.
Investment Management
A service that manages client investment portfolios by selecting, monitoring, and rebalancing assets to align with their financial goals and risk tolerance.

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Financials

M&A Details

Wambolt & Associates was acquired by Carson Group on
obfuscation
.
Transaction Name 
Wambolt & Associates acquired by Carson Group Logo
Wambolt & Associates acquired by Carson Group
Acquired by 
Carson Group Logo
Carson Group
Announced Date 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 11
News

News and Press

News•Jun 10, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

20

IT Spend

$135.9KThis year, Wambolt & Associates is projected to spend $135.9K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Product Investment Logo
Product Investment
94
Money Back Guarantee Logo
Money Back Guarantee
84
WordPress Logo
WordPress
82

Active Website Tech Count

18Wambolt & Associates is actively using 18 technologies for its website, according to BuiltWith. These include DMARC, U.S. Server Location, and  Cloudflare.
Sub-Organizations
Frequently Asked Questions

Where is Wambolt & Associates's headquarters? Wambolt & Associates is located in Littleton, Colorado, United States.
Who We Are
What We Do
Helpful Links
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