SourcingSourcing

FLATTERY WEALTH MANAGEMENT LLC

C16
CRD 315190·NORTH KANSAS CITY, MO
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FLATTERY WEALTH MANAGEMENT LLC
CRD
315190
SEC file #
—
EIN
—
DBA names
Flattery Wealth Management LlcSimple Wealth Planning LlcFlattery Wealth Management, Llc

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
NORTH KANSAS CITY MO
Branches
Count1

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FLATTERY, ANDREW, MAURICE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FLATTERY, ANDREW, MAURICE
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

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1786
Soi Zip Pct 200k Plus
0.0519
Soi Zip Returns 200k Plus
480
Soi Zip Total AGI
733,061
Fdic Zip Total Deposits
10,850,648,000
Fdic Zip Branch Count
241
Fdic Zip Top Banks
Bank of America, National Association
Country Club Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Altruist4
E*trade4
Lpl Financial1
Fdic Zip Branches Raw
First Bank of MissouriKansas City, MO
Sentinel Federal Savings and Loan Association of Kansas CityNorth Kansas City, MO
Fdic Zip HHI
1177.72
Fdic Zip Top Bank Share Pct
29.75
Fdic Zip Year
2025
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI30,015
Returns2,340
Stub 2
AGI96,341
Returns2,570
Stub 3
AGI105,253
Returns1,720
Soi Zip Total Business Income
21,914
Soi Zip Total Cap Gains
60,492
Soi Zip Total Dividends
13,924
Soi Zip Total Returns
9,240
Top Owner CRD
5282626

People (1)

1
ANDREW MAURICE FLATTERY
IAR · Direct Owner · 87.5%
5282626