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NYE WEALTH MANAGEMENT LLC

A70
CRD 170415·SEC 801-132608·HUDSON, OH
AUM
$107.7M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$323K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
NYE WEALTH MANAGEMENT LLC
CRD
170415
SEC file #
801-132608
EIN
—
DBA names
Nye Wealth Management LlcOhanian, Lisa L.

Economics

AUM
$107.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$106.8M → $107.7M▲ +1%
Client mix
Individuals Other200
Individuals High Net Worth25

Operations

Employees (total)
5
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
HUDSON OH
Branches
Count1

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/24/2026
ADV-W filed at
—
Website
x.com/nye_wealth

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NYE, ERIC, ALLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
NYE, ERIC, ALLEN
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
fallback_guess:nye.com

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 (9)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2106058
Trust Company Affiliate
No

People (1)

1
ERIC ALLEN NYE
Direct Owner · 87.5%
2106058