SourcingSourcing

MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC

C44
CRD 319408·SEC 801-123711·SKOKIE, IL
AUM
$178.9M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$537K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MIRRETTI PERRYMAN WEALTH STRATEGIES, LLC
CRD
319408
SEC file #
801-123711
EIN
—
DBA names
—

Economics

AUM
$178.9M
AUM band
$100M-$500M
AUM trajectory
'23'26
$120.3M → $178.9M▲ +49%
Client mix
Individuals Other124
Individuals High Net Worth52
Pension Profit Sharing Plans1
Charitable Organizations1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
SKOKIE IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
mirrettiperryman.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MIRRETTI, DOMINIC, STEPHEN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
MIRRETTI, DOMINIC, STEPHEN
PERRYMAN, TIMOTHY, CHRISTIAN
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
MIRRETTIPERRYMAN.COM
Rdap Domain Creation Date
2022-02-17T18:43:59Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
MarkMonitor Inc.

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
0.2901
Soi Zip Pct 200k Plus
0.0949
Soi Zip Returns 200k Plus
1,590
Soi Zip Total AGI
1,667,508
Fdic Zip Total Deposits
31,566,601,000
Fdic Zip Branch Count
308
Fdic Zip Top Banks
First American Bank
Cole Taylor 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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Raymond James2
Fdic Zip Branches Raw
NBD Skokie Bank, National AssociationSkokie, IL
NBD Skokie Bank, National AssociationSkokie, IL
Fdic Zip HHI
1034.25
Fdic Zip Top Bank Share Pct
23.18
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-17T18:43:59Z
Rdap Domain Last Changed
2026-01-16T10:35:29Z
Rdap Nameservers
A1-20.akam.netA10-65.akam.netA16-65.akam.netA2-65.akam.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI53,024
Returns4,620
Stub 2
AGI117,714
Returns3,190
Stub 3
AGI145,776
Returns2,370
Soi Zip Total Business Income
62,091
Soi Zip Total Cap Gains
106,507
Soi Zip Total Dividends
49,386
Soi Zip Total Returns
16,750
Top Owner CRD
4628745
Trust Company Affiliate
No

People (3)

3
MIRRETTI, DOMINIC, STEPHEN
IAR · Direct Owner · 62.5%
4628745
PERRYMAN, TIMOTHY, CHRISTIAN
IAR · Direct Owner · 62.5%
4401313
MIRRETTI, BRONWYN, NOREEN
IAR · Executive Officer · 2.5%
4426135