What is CBD Wealth?
CBD Wealth Management operates as a full-service financial advisory firm, dedicated to coordinating the financial affairs of a select group of families and businesses. Leveraging a robust background in the legal, banking, and financial services industries, the CBD Wealth team is uniquely positioned to develop clear, actionable strategies aimed at achieving client financial goals. The firm utilizes a diverse range of resources to implement these tailored financial strategies, serving clients primarily along the Gulf Coast.
How much funding has CBD Wealth raised?
CBD Wealth has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
What's next for CBD Wealth?
The recent large-scale, late-stage funding infusion signals a pivotal growth phase for CBD Wealth. This strategic capital injection is expected to fuel expansion initiatives, enhance service offerings, and potentially broaden its market reach. As a company focused on comprehensive financial coordination for families and businesses, this investment will likely support advancements in wealth management technology and client service capabilities, reinforcing its commitment to guiding clients toward their financial objectives.
See full CBD Wealth company page
