SourcingSourcing

WEALTHPRO, LLC

A65
CRD 127907·SEC 801-63064
AUM
$52.4M
$25M-$100M
Est. Revenue
$524K
@ 1% on AUM
Est. EBITDA
$157K
@ 30% margin
Est. Deal Value
$1.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTHPRO, LLC
CRD
127907
SEC file #
801-63064
EIN
—
DBA names
—

Economics

AUM
$52.4M
AUM band
$25M-$100M
AUM trajectory
'20'26
$32.7M → $52.4M▲ +60%
Client mix
Individuals Other92
Pension Profit Sharing Plans3

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
facebook.com/wealthprollc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SOLOMON, NEAL, JAY
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SOLOMON, NEAL, JAY
SOLOMON, ROBIN, MARA
Solo Advisor Indicator
Yes
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
social_url_excluded:facebook.com

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 (8)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Firm Has Custody
No
Top Owner CRD
1251922
Trust Company Affiliate
No

People (3)

3
SOLOMON, NEAL, JAY
IAR · Direct Owner · 87.5%
1251922
SOLOMON, ROBIN, MARA
Executive Officer · 2.5%
4702855
GREGORY, ALEX, MICHAEL
IAR
2533644