SourcingSourcing

MATERETSKY FINANCIAL GROUP, INC.

C43
CRD 292353·SEC 801-112829·BOYNTON BEACH, FL
AUM
$720.8M
$500M-$1B
Est. Revenue
$7.2M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$17.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MATERETSKY FINANCIAL GROUP, INC.
CRD
292353
SEC file #
801-112829
EIN
—
DBA names
Materetsky Financial Group

Economics

AUM
$720.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$260.0M → $720.8M▲ +177%
Client mix
Individuals Other490
Individuals High Net Worth328
Pension Profit Sharing Plans12

Operations

Employees (total)
9
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
BOYNTON BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/materetskyfinancialgroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MATERETSKY, IRA, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MATERETSKY, IRA, SCOTT
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:materetsky.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1699
Soi Zip Pct 200k Plus
0.0305
Soi Zip Returns 200k Plus
440
Soi Zip Total AGI
904,497
Fdic Zip Total Deposits
34,491,722,000
Fdic Zip Branch Count
401
Fdic Zip Top Banks
Bank of America, National Association
Ohio Savings Bank, F.S.B.

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
Pershing4
E*trade4
Fdic Zip Branches Raw
First Federal Savings and Loan Association of the Palm BeachesBoyton Beach, FL
Great Western Bank, A FSBBoynton Beach, FL
Fdic Zip HHI
716.05
Fdic Zip Top Bank Share Pct
19.22
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI54,923
Returns4,170
Stub 2
AGI131,193
Returns3,570
Stub 3
AGI159,862
Returns2,590
Soi Zip Total Business Income
21,794
Soi Zip Total Cap Gains
29,899
Soi Zip Total Dividends
19,574
Soi Zip Total Returns
14,420
Top Owner CRD
2749161
Trust Company Affiliate
No

People (4)

4
MATERETSKY, IRA, SCOTT
IAR · Direct Owner · 87.5%
2749161
MATTHEW JOSEPH WELSH
IAR
5932439
MICHAEL DAWSON WRIGHT
IAR
1579617
JOSEPH ROCCO CARPENITO
IAR
6228129