SourcingSourcing

TROUTMAN WEALTH MANAGEMENT, LLC

B50
CRD 301107·SEC 801-121486·MALVERN, PA
AUM
$152.5M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$458K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TROUTMAN WEALTH MANAGEMENT, LLC
CRD
301107
SEC file #
801-121486
EIN
000000000
DBA names
Troutman Wealth

Economics

AUM
$152.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$102.3M → $152.5M▲ +49%
Client mix
Individuals Other51
Individuals High Net Worth49
Charitable Organizations2

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
MALVERN PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
troutmanwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TROUTMAN, STEPHEN, MICHAEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
TROUTMAN, STEPHEN, MICHAEL
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

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TROUTMANWEALTH.COM
Rdap Domain Creation Date
2019-04-15T02:30:28Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Launchpad.com Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002110807
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-18
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0002110807-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4436
Soi Zip Pct 200k Plus
0.1977
Soi Zip Returns 200k Plus
5,290
Soi Zip Total AGI
3,586,697
Fdic Zip Total Deposits
17,762,824,000
Fdic Zip Branch Count
359
Fdic Zip Top Banks
DNB First, National Association
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
101 LINDENWOOD DR.SUITE 225MALVERN, PA 19335
Business
101 LINDENWOOD DR.SUITE 225MALVERN, PA 19335
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-11 · 0002110807-26-000002
13F-HR2026-02-18 · 0002110807-26-000001
Fdic Zip Branches Raw
Jefferson BankDowningtown, PA
First Financial Savings AssociationDowningtown, PA
Fdic Zip HHI
795.27
Fdic Zip Top Bank Share Pct
20.69
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-15T02:30:28Z
Rdap Domain Last Changed
2026-03-31T07:27:17Z
Rdap Nameservers
Ns1.bdm.microsoftonline.comNs2.bdm.microsoftonline.comNs3.bdm.microsoftonline.comNs4.bdm.microsoftonline.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI55,045
Returns5,420
Stub 2
AGI139,753
Returns3,720
Stub 3
AGI200,303
Returns3,230
Soi Zip Total Business Income
102,779
Soi Zip Total Cap Gains
128,590
Soi Zip Total Dividends
68,755
Soi Zip Total Returns
26,760
Top Owner CRD
4747105
Trust Company Affiliate
No

People (1)

1
TROUTMAN, STEPHEN, MICHAEL
IAR · Direct Owner · 87.5%
4747105