SourcingSourcing

DESERANNO CORPORATION

C43
CRD 121841·SEC 801-63581·GROSSE POINTE FARMS, MI
AUM
$208.0M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$624K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DESERANNO CORPORATION
CRD
121841
SEC file #
801-63581
EIN
—
DBA names
Dwp

Economics

AUM
$208.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$160.2M → $208.0M▲ +30%
Client mix
Individuals Other107
Individuals High Net Worth27
Charitable Organizations1
Insurance Companies1

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
GROSSE POINTE FARMS MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
deseranno.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RAHAIM, ROBERT, STEPHEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
RAHAIM, ROBERT, STEPHEN
GRAVES, ELENA
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DESERANNO.COM
Rdap Domain Creation Date
2003-05-12T19:10:50Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-22T11:59:59Z
Rdap Domain Last Changed
2026-01-23T12:34:24Z
Rdap Nameservers
Ns51.domaincontrol.comNs52.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4581651
Trust Company Affiliate
No

People (5)

5
RAHAIM, ROBERT, STEPHEN
IAR · Direct Owner · 87.5%
4581651
GRAVES, ELENA
Executive Officer · 2.5%
4874680
STEVEN ANDERSON SICKLESTEEL
IAR
5781102
ALANDRESS GARDNER
IAR
2744818
MATTHEW David SMITH
IAR
7254763