MMA ASSET MANAGEMENT LLC
C36
CRD 155426·SEC 801-71975·CONSHOHOCKEN, PA
AUM
$787.8M
$500M-$1B
Est. Revenue
$7.9M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$18.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $251.3M
'21 · $228.6M
'22 · $405.7M
'23 · $514.6M
'25 · $715.2M
'26 · $787.8M
'20'26
$251.3M → $787.8M▲ +214%
Client mix
| Individuals High Net Worth | 148 |
| Individuals Other | 134 |
| Pension Profit Sharing Plans | 8 |
| Corporations | 6 |
| Charitable Organizations | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 9 advisors
'21 · 9 advisors
'22 · 10 advisors
'23 · 10 advisors
'25 · 16 advisors
'26 · 18 advisors
'20'26
9 advisors → 18 advisors▲ +100%
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
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
1166 AVENUE OF THE AMERICASNEW YORK, NY 10036
Business
EIGHT TOWER BRIDGESUITE 1200CONSHOHOCKEN, PA 19428
Edgar Recent Filings
13F-HR2026-04-08 · 0001193125-26-147137
13F-HR2026-02-03 · 0001193125-26-033937