SourcingSourcing

WEALTHRAMP, INC.

C47
CRD 290683·SEC 801-112170
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTHRAMP, INC.
CRD
290683
SEC file #
801-112170
EIN
462833614
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Selection of other advisers
Fee basis
Other Compensation

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
wealthramp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KRUEGER, PAMELA
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
KRUEGER, PAMELA
DCH CONSULTING LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
ok
Rdap Domain
WEALTHRAMP.COM
Rdap Domain Creation Date
2014-12-09T20:28:18Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
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
0001784263
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2019-08-01
Edgar Last Filing Date
2024-09-11
Edgar Form D Count
6
Edgar Form D Offerings
2024-09-112024-09-11 · 0001784263-24-000001
2023-09-132023-09-13 · 0001784263-23-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
51 OAK LANEOSTERVILLE, MA 02655
Business
51 OAK LANEOSTERVILLE, MA 02655
Edgar EIN
462833614
Edgar Recent Filings
D/A2024-09-11 · 0001784263-24-000001
D/A2023-09-13 · 0001784263-23-000001
Firm Has Custody
No
Rdap Domain Expiration Date
2026-12-09T20:28:18Z
Rdap Domain Last Changed
2025-12-10T18:48:02Z
Rdap Nameservers
Aaden.ns.cloudflare.comFiona.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1140994
Trust Company Affiliate
No

People (4)

4
KRUEGER, PAMELA
IAR · Direct Owner · 37.5%
1140994
Clarey, Adam
Direct Owner · 7.5%
8259942
MCNAY, JOSEPH, CLAUDIUS
Direct Owner · 7.5%
4042143
WOOLF, DIANE, MICHELE
IAR · Executive Officer · 2.5%
2548648