Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$477K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
HDA WEALTH MANAGEMENT, LLC
Economics
AUM trajectory
'25'26
$119.1M → $159.1M▲ +34%
Client mix
| Individuals Other | 501 |
| Individuals High Net Worth | 39 |
| Corporations | 3 |
Operations
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Custodian & Brokerage
Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Filings
Latest ADV filing
03/10/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
DUNHAM, MICHAEL, J
Control Persons
DUNHAM, MICHAEL, J
KOLLAR, MARK, THOMAS
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain Creation Date
2021-02-23T17:59:36Z
Rdap Registrar
Network Solutions, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.2487
Soi Zip Pct 200k Plus
0.0739
Soi Zip Returns 200k Plus
880
Soi Zip Total AGI
1,114,595
Fdic Zip Total Deposits
13,240,088,000
Fdic Zip Top Banks
The Farmers National Bank of Canfield
The Huntington National 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.
Fdic Zip Branches Raw
National City Bank, NortheastPoland, OH
Society National BankPoland, OH
Fdic Zip Top Bank Share Pct
20.17
Rdap Domain Expiration Date
2027-02-23T17:59:36Z
Rdap Domain Last Changed
2026-02-08T09:31:25Z
Rdap Nameservers
Edns1.ultradns.bizEdns1.ultradns.comEdns1.ultradns.netEdns1.ultradns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Zip Total Business Income
32,940
Soi Zip Total Cap Gains
55,233
Soi Zip Total Dividends
33,052
Soi Zip Total Returns
11,900
Trust Company Affiliate
No
