TRANQUILITY PARTNERS, LLC
C35
CRD 283478·SEC 801-113232·BRENTWOOD, TN
AUM
$897.0M
$500M-$1B
Est. Revenue
$9.0M
@ 1% on AUM
Est. EBITDA
$2.7M
@ 30% margin
Est. Deal Value
$21.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $176.3M
'21 · $313.0M
'22 · $458.2M
'23 · $458.2M
'25 · $685.4M
'26 · $897.0M
'20'26
$176.3M → $897.0M▲ +409%
Client mix
| Individuals Other | 143 |
| Individuals High Net Worth | 100 |
| Charitable Organizations | 2 |
| Corporations | 2 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 6 advisors
'23 · 7 advisors
'25 · 7 advisors
'26 · 7 advisors
'20'26
5 advisors → 7 advisors▲ +40%
Branches
—
Custodian & Brokerage
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 (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
5214 MARYLAND WAY SUITE 405BRENTWOOD, TN 37027
Business
5214 MARYLAND WAY SUITE 405BRENTWOOD, TN 37027
Edgar Recent Filings
13F-HR2026-04-20 · 0002085853-26-000420
13F-HR2026-02-03 · 0002085853-26-000174