SourcingSourcing

JOHN BOYER, INC.

B53
CRD 145275·SEC 801-121513·TAMPA, FL
AUM
$165.6M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$497K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JOHN BOYER, INC.
CRD
145275
SEC file #
801-121513
EIN
—
DBA names
Wisdom Financial Planning

Economics

AUM
$165.6M
AUM band
$100M-$500M
AUM trajectory
'22'26
$107.2M → $165.6M▲ +55%
Client mix
Individuals Other128
Individuals High Net Worth57

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
1 advisors → 3 advisors▲ +200%
Primary office
TAMPA FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
wisdomfp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BOYER, JOHN, RICHARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BOYER, JOHN, RICHARD
Correa, Sarina, Louise
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
WISDOMFP.COM
Rdap Domain Creation Date
2025-04-09T17:27:00Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-04-09T17:27:00Z
Rdap Domain Last Changed
2025-04-15T17:26:45Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1981777
Trust Company Affiliate
No

People (2)

2
BOYER, JOHN, RICHARD
IAR · Direct Owner · 87.5%
1981777
Correa, Sarina, Louise
IAR · Direct Owner · 37.5%
4516360