SourcingSourcing

AVIATOR FINANCIAL CONSULTING LLC

C40
CRD 307799·SEC 801-118369·MONTGOMERY, TX
AUM
$144.1M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$432K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AVIATOR FINANCIAL CONSULTING LLC
CRD
307799
SEC file #
801-118369
EIN
—
DBA names
Paladino Wealth

Economics

AUM
$144.1M
AUM band
$100M-$500M
AUM trajectory
'21'26
$105.5M → $144.1M▲ +37%
Client mix
Individuals Other95
Individuals High Net Worth65

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
1 advisors → 2 advisors▲ +100%
Primary office
MONTGOMERY TX
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
paladinowealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PALADINO, WILLIAM, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PALADINO, WILLIAM, JOSEPH
HAMMER, SUZANNE, MARIO
Solo Advisor Indicator
No
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
PALADINOWEALTH.COM
Rdap Domain Creation Date
2020-02-17T07:54:10Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
IONOS SE

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
0.4351
Soi Zip Pct 200k Plus
0.1937
Soi Zip Returns 200k Plus
3,120
Soi Zip Total AGI
2,439,768
Fdic Zip Total Deposits
1,009,339,000
Fdic Zip Branch Count
21
Fdic Zip Top Banks
First Financial Bank, National Association
First Bank, National Association

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First Bank of Conroe, National AssociationMontgomery, TX
First Bank of Conroe, National AssociationMontgomery, TX
Fdic Zip HHI
2880.27
Fdic Zip Top Bank Share Pct
45.5
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-17T07:54:10Z
Rdap Domain Last Changed
2026-02-18T08:07:36Z
Rdap Nameservers
Ns1061.ui-dns.comNs1075.ui-dns.bizNs1087.ui-dns.deNs1122.ui-dns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI41,637
Returns3,420
Stub 2
AGI89,836
Returns2,450
Stub 3
AGI114,668
Returns1,860
Soi Zip Total Business Income
68,497
Soi Zip Total Cap Gains
226,305
Soi Zip Total Dividends
48,390
Soi Zip Total Returns
16,110
Top Owner CRD
5834266
Trust Company Affiliate
No

People (2)

2
PALADINO, WILLIAM, JOSEPH
IAR · Direct Owner · 87.5%
5834266
HAMMER, SUZANNE, MARIO
Executive Officer · 2.5%
1111107