SourcingSourcing

WOLVERINE INVESTMENT ADVISORS, LLC

C42
CRD 307037·SEC 801-118734·ATLANTA, GA
AUM
$1.5M
<$25M
Est. Revenue
$15K
@ 1% on AUM
Est. EBITDA
$4K
@ 30% margin
Est. Deal Value
$36K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WOLVERINE INVESTMENT ADVISORS, LLC
CRD
307037
SEC file #
801-118734
EIN
—
DBA names
—

Economics

AUM
$1.5M
AUM band
<$25M
AUM trajectory
'22'26
$1.5M → $1.5M▲ +1%
Client mix
Individuals Other10

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
2 advisors → 2 advisors▬ 0%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
05/12/2025
ADV-W filed at
—
Website
wolverineinvestmentadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Anginer, Deniz
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Anginer, Deniz
Yildizhan, Celim
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
WOLVERINEINVESTMENTADVISORS.COM
Rdap Domain Creation Date
2019-12-05T17:52:46Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

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 (14)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Interactive Brokers2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-05T17:52:46Z
Rdap Domain Last Changed
2025-12-06T15:00:57Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7249486
Trust Company Affiliate
No

People (3)

3
Anginer, Deniz
Direct Owner · 37.5%
7249486
Yildizhan, Celim
Direct Owner · 37.5%
7249483
TSERETYAN, YURI
Direct Owner · 17.5%
7249492