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Clearstead Acquisitions

Clearstead has acquired 4 companies and its latest acquisition was Waveland Family Office LLC on Jan 2025

Unlock 1 more acquisitions →
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION

-

Waveland Family Office LLC

Jan 2025

Source »
undisclosed
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Wilbanks, Smith & Thomas Asset Management, LLC

Apr 2024

Source »
undisclosed
WST is a Virginia-based investment advisory firm that provides services such as wealth management, institutional consulting, and sub-advisory channels for businesses.
Cls Consulting, Llc

Apr 2023

Source »
undisclosed
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Avalon Trust

Mar 2023

Source »
undisclosed
Avalon is a New Mexico-based wealth management firm that provides services such as investment management, planning, and financial advisory for individuals and businesses.

Frequently Asked Questions about Clearstead

  1. What companies did Clearstead acquire?

    Companies acquired by Clearstead include , WST and Cls Consulting

  2. How many acquisitions does Clearstead have?

    Clearstead has acquired 4 companies including , WST and Cls Consulting.

  1. How many acquisitions did Clearstead make in 2025?

    In 2025 Clearstead acquired 1 companies including undefined.