SourcingSourcing

PACTOLUS PRIVATE WEALTH MANAGEMENT LLC

B64
CRD 155195·SEC 801-71915·VIENNA, VA
AUM
$187.8M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$564K
@ 30% margin
Est. Deal Value
$4.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD
155195
SEC file #
801-71915
EIN
461354579
DBA names
Pactolus

Economics

AUM
$187.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$300.4M → $187.8M▼ -37%
Client mix
Individuals High Net Worth302
Pooled Investment Vehicles5

Operations

Employees (total)
17
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
VIENNA VA
Branches
Count2

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PACTOLUS HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
PACTOLUS HOLDINGS LLC
HARTER, ALAN, MITCHELL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Website Staleness Score
0.085
Wayback Last Material Change
2026-03-15T17:49:48.000Z
Wayback Snapshot Count
353
Wayback Snapshots Last 12mo
11
Wayback First Snapshot
2000-06-20T09:08:55.000Z
Wayback Last Snapshot
2026-03-15T17:49:48.000Z
Rdap Domain
PACTOLUS.COM
Rdap Domain Creation Date
1999-04-28T14:22:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001563514
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2012-12-05
Edgar Last Filing Date
2015-04-27
Edgar Form D Count
5
Edgar Form D Offerings
2015-04-272015-04-27 · 0001563514-15-000001
2015-04-212015-04-21 · 0001144204-15-023921

Local market & wealth

Rank targets by how wealthy the local market is

Census Median Hh Income
202,411
Census High Income Households
4,954
Census Median Age
43.5
Census Pop 65 66 Total
771
Census Total Households
9,800
Census NAICS 523930 Count
17
Fdic Zip Total Deposits
72,523,799,000
Fdic Zip Branch Count
408
Fdic Zip Top Banks
Bank of America, National Association
United Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (29)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Census Bachelors Plus Count
6,515
Census Median Home Value
1,035,700
Census NAICS 523930 Employees
0
Census Unemployed Count
482
Census Zip
22182
Custodian Candidates
Full
Fidelity6
E*trade4
Edgar Addresses
Mailing
6862 ELM STREETSUITE 620MCLEAN, VA 22101
Business
6862 ELM STREETSUITE 620MCLEAN, VA 22101
Edgar EIN
461354579
Edgar Recent Filings
D2015-04-27 · 0001563514-15-000001
D2015-04-21 · 0001144204-15-023921
Fdic Zip Branches Raw
Signet Bank-VirginiaVienna, VA
First Virginia BankVienna, VA
Fdic Zip HHI
1297.2
Fdic Zip Top Bank Share Pct
25.97
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-19T11:59:59Z
Rdap Domain Last Changed
2025-12-20T14:18:19Z
Rdap Nameservers
Ns10.wixdns.netNs11.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No
Wayback Avg Days Between Changes
75.2
Wayback Closest Snapshot Ts
2026-03-15T17:49:48.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20260315174948/https://www.pactolus.com/
Wayback Distinct Digest Count
126

People (7)

7
HARTER, ALAN, MITCHELL
IAR · Direct Owner · 37.5%
2165788
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963
ANGELA DEADRA PERRY
IAR
1598933
DAVID GERALD CHANDIK
IAR
5811197
NARGES ZAMANI
IAR
6411987
CIERRA MICHELLE TELLEEN
IAR
8229916
JACOB EVANS HAMPTON
IAR
8258175