SourcingSourcing

MITCHELL & PAHL PRIVATE WEALTH, LLC

C34
CRD 307625·SEC 801-118315·OKLAHOMA CITY, OK
AUM
$449.9M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD
307625
SEC file #
801-118315
EIN
—
DBA names
Mitchell & Pahl Private Wealth

Economics

AUM
$449.9M
AUM band
$100M-$500M
AUM trajectory
'21'26
$276.8M → $449.9M▲ +63%
Client mix
Individuals Other136
Individuals High Net Worth89

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
2 advisors → 2 advisors▬ 0%
Primary office
OKLAHOMA CITY OK
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/03/2026
ADV-W filed at
—
Website
mpprivatewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MITCHELL, BRIAN, D.
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MITCHELL, BRIAN, D.
PAHL, CANDACE
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
MPPRIVATEWEALTH.COM
Rdap Domain Creation Date
2020-01-16T19:12:47Z
Rdap Firm Age Years
6
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

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3718
Soi Zip Pct 200k Plus
0.2185
Soi Zip Returns 200k Plus
1,040
Soi Zip Total AGI
1,360,787
Fdic Zip Total Deposits
20,513,030,000
Fdic Zip Branch Count
298
Fdic Zip Top Banks
Bank 7
Commerce Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Wells Fargo6
E*trade4
Fdic Zip Branches Raw
Guaranty Bank & Trust Co.Oklahoma City, OK
Bank IV Oklahoma, National AssociationNichols Hills, OK
Fdic Zip HHI
1142.89
Fdic Zip Top Bank Share Pct
27.64
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-01-16T19:12:47Z
Rdap Domain Last Changed
2022-11-14T05:58:25Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI12,284
Returns1,010
Stub 2
AGI35,342
Returns950
Stub 3
AGI39,125
Returns630
Soi Zip Total Business Income
30,079
Soi Zip Total Cap Gains
217,700
Soi Zip Total Dividends
94,088
Soi Zip Total Returns
4,760
Top Owner CRD
4498478
Trust Company Affiliate
No

People (2)

2
MITCHELL, BRIAN, D.
IAR · Direct Owner · 62.5%
4498478
PAHL, CANDACE
IAR · Direct Owner · 62.5%
4688775