SIGNIFICANT WEALTH PARTNERS LLC
C50
CRD 293060·SEC 801-128037·CARY, IL
AUM
$126.1M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$378K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 831 |
| Individuals High Net Worth | 14 |
| Corporations | 5 |
| Pension Profit Sharing Plans | 1 |
Operations
Advisory staff (5-yr trend)
'25 · 6 advisors
'26 · 5 advisors
'25'26
6 advisors → 5 advisors▼ -17%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
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 (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
117 WEST MAIN STREETCARY, IL 60013
Business
117 WEST MAIN STREETCARY, IL 60013
Edgar Recent Filings
13F-HR2026-04-08 · 0001376474-26-000280
13F-HR2026-01-07 · 0001376474-26-000018