ANCORA PRIVATE WEALTH ADVISORS, LLC
C35
CRD 124845·SEC 801-61942·CLEVELAND, OH
AUM
$3.90B
$1B+
Est. Revenue
$39.0M
@ 1% on AUM
Est. EBITDA
$11.7M
@ 30% margin
Est. Deal Value
$93.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.31B
'21 · $1.71B
'22 · $1.98B
'23 · $2.45B
'25 · $3.21B
'26 · $3.90B
'20'26
$1.31B → $3.90B▲ +198%
Client mix
| Individuals High Net Worth | 4,414 |
| Corporations | 40 |
| Charitable Organizations | 28 |
| Pension Profit Sharing Plans | 27 |
Operations
Advisory staff (5-yr trend)
'20 · 28 advisors
'21 · 33 advisors
'22 · 36 advisors
'23 · 34 advisors
'25 · 33 advisors
'26 · 29 advisors
'20'26
28 advisors → 29 advisors▲ +4%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection 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 (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
6060 PARKLAND BOULEVARD, SUITE 200CLEVELAND, OH 44124
Business
6060 PARKLAND BOULEVARD, SUITE 200CLEVELAND, OH 44124
Edgar Recent Filings
13F-HR2026-05-15 · 0001446114-26-000009
13F-HR2026-02-17 · 0001446114-26-000006
Rdap Nameservers
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