SourcingSourcing

WASSAW SOUND MANAGEMENT, LLC

B53
CRD 299164·SEC 801-132410·SAVANNAH, GA
AUM
$122.7M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$368K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WASSAW SOUND MANAGEMENT, LLC
CRD
299164
SEC file #
801-132410
EIN
—
DBA names
—

Economics

AUM
$122.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$112.3M → $122.7M▲ +9%
Client mix
Individuals High Net Worth9

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
SAVANNAH GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SINGLETARY, RAYMOND, QUILLIAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SINGLETARY, RAYMOND, QUILLIAN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4977892
Trust Company Affiliate
No

People (1)

1
SINGLETARY, RAYMOND, QUILLIAN
IAR · Direct Owner · 87.5%
4977892