HTAA, LLC
C41
CRD 171391·SEC 801-79752·CHICAGO, IL
AUM
$177.0M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$531K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $140.9M
'21 · $48.6M
'22 · $48.6M
'23 · $50.3M
'25 · $76.7M
'26 · $177.0M
'20'26
$140.9M → $177.0M▲ +26%
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 9 advisors
'22 · 9 advisors
'23 · 15 advisors
'25 · 7 advisors
'26 · 8 advisors
'20'26
4 advisors → 8 advisors▲ +100%
Branches
—
Custodian & Brokerage
Filings
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 (13)
Everything else we've pulled for this record, not yet curated into a section.