AMERICAN COMMUNITY WEALTH MANAGEMENT, LLC
C42
CRD 147376·SEC 801-132912·CRYSTAL LAKE, IL
AUM
$195.4M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$586K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals High Net Worth | 244 |
| Individuals Other | 205 |
| Corporations | 11 |
| Pension Profit Sharing Plans | 5 |
| Charitable Organizations | 4 |
Operations
Advisory staff (5-yr trend)
'25 · 4 advisors
'26 · 4 advisors
'25'26
4 advisors → 4 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
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
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
Home State Bank, National Association
Crystal Lake Bank and Trust Company, National Association
Compliance & brand
All other collected signals (18)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
Home State Bank, National AssociationCrystal Lake, IL
Home State Bank, National AssociationCrystal Lake, IL
Soi Zip Distribution
Stub 1
| AGI | 65,722 |
| Returns | 5,620 |
Stub 2
| AGI | 179,774 |
| Returns | 4,820 |
Stub 3
| AGI | 221,908 |
| Returns | 3,600 |