SourcingSourcing

PROXYVOTE PLUS, LLC

C33
CRD 122222·SEC 801-61408
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PROXYVOTE PLUS, LLC
CRD
122222
SEC file #
801-61408
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Pension Profit Sharing Plans107

Operations

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

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingOther Advisory Services
Fee basis
Fixed fees

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
proxyvoteplus.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PROXYVOTE PLUS HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
PROXYVOTE PLUS HOLDINGS, INC.
Edmunds, Gayle, Lynette
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PROXYVOTEPLUS.COM
Rdap Domain Creation Date
2002-06-24T12:19:08Z
Rdap Firm Age Years
24
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
Yes
Form 5500 Plan Count
13
Form 5500 Total Compensation
105,100
Form 5500 Compensation Trajectory 3y
202589,725
202615,375
Form 5500 Plan Count Trajectory 3y
202511
20262
Schedule C Total Compensation
105,100
Schedule C Service Provider Rows
13

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Rdap Domain Expiration Date
2026-06-24T12:24:22Z
Rdap Domain Last Changed
2025-06-25T12:31:35Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
Edmunds, Gayle, Lynette
Executive Officer · 2.5%
7432063
GONZALEZ, YVETTE
Executive Officer · 2.5%
5747008
ROSENBERG, CRAIG, MICHAEL
Executive Officer · 2.5%
4572244
CREAK, AUDREY, ROSEMARIE
IAR
3071911