DIASTOLE WEALTH MANAGEMENT, INC.
A67
CRD 111604·SEC 801-57610·GUILFORD, CT
AUM
$396.0M
$100M-$500M
Est. Revenue
$4.0M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $603.8M
'21 · $674.8M
'22 · $741.7M
'23 · $349.6M
'25 · $378.0M
'26 · $396.0M
'20'26
$603.8M → $396.0M▼ -34%
Client mix
| Individuals Other | 187 |
| Individuals High Net Worth | 86 |
| Pooled Investment Vehicles | 1 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 8 advisors
'21 · 7 advisors
'22 · 7 advisors
'23 · 7 advisors
'25 · 7 advisors
'26 · 9 advisors
'20'26
8 advisors → 9 advisors▲ +13%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.