SourcingSourcing

RALICKI & COMPANY, P.A.

B53
CRD 141192·SEC 801-124724·STUART, FL
AUM
$129.0M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$387K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RALICKI & COMPANY, P.A.
CRD
141192
SEC file #
801-124724
EIN
—
DBA names
Ralicki Wealth Management & Trust Services

Economics

AUM
$129.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$103.5M → $129.0M▲ +25%
Client mix
Individuals Other68
Individuals High Net Worth30
Other7
Pension Profit Sharing Plans4
Corporations4

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
STUART FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
facebook.com/ralickiwm(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RALICKI, DAVID, ARTHUR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
RALICKI, DAVID, ARTHUR
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
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

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2804
Soi Zip Pct 200k Plus
0.0978
Soi Zip Returns 200k Plus
2,250
Soi Zip Total AGI
2,543,780
Fdic Zip Total Deposits
22,757,010,000
Fdic Zip Branch Count
255
Fdic Zip Top Banks
Bank of America, National Association
Seacoast National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
First National Bank and Trust Company of the Treasure CoastStuart, FL
American Bank of Martin CountyStuart, FL
Fdic Zip HHI
1317.41
Fdic Zip Top Bank Share Pct
27.98
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI77,691
Returns5,990
Stub 2
AGI181,688
Returns4,950
Stub 3
AGI207,395
Returns3,360
Soi Zip Total Business Income
77,705
Soi Zip Total Cap Gains
375,453
Soi Zip Total Dividends
133,528
Soi Zip Total Returns
23,000
Top Owner CRD
2997949
Trust Company Affiliate
No

People (3)

3
RALICKI, DAVID, ARTHUR
IAR · Direct Owner · 87.5%
2997949
DAVID ALEXANDER RALICKI
IAR
5503560
Nicholas Christensen
IAR
7855420