SourcingSourcing

FLETCHER WEALTH MANAGEMENT, INC.

C16
CRD 322877·KINGSPORT, TN
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FLETCHER WEALTH MANAGEMENT, INC.
CRD
322877
SEC file #
—
EIN
—
DBA names
Fletcher Wealth Management, Inc.

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
KINGSPORT TN
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
Fletcher, William, Andrew
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Fletcher, William, Andrew
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
0.2573
Soi Zip Pct 200k Plus
0.0559
Soi Zip Returns 200k Plus
400
Soi Zip Total AGI
559,476
Fdic Zip Total Deposits
4,907,066,000
Fdic Zip Branch Count
209
Fdic Zip Top Banks
First Tennessee Bank, National Association
Regions 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
Interactive Brokers2
Fdic Zip Branches Raw
Citizens BankKingsport, TN
Bank of TennesseeKingsport, TN
Fdic Zip HHI
1299.65
Fdic Zip Top Bank Share Pct
22.4
Fdic Zip Year
2025
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI24,027
Returns1,880
Stub 2
AGI55,114
Returns1,520
Stub 3
AGI66,308
Returns1,070
Soi Zip Total Business Income
26,805
Soi Zip Total Cap Gains
14,436
Soi Zip Total Dividends
8,376
Soi Zip Total Returns
7,150
Top Owner CRD
4705416

People (1)

1
William Andrew Fletcher
IAR · Direct Owner · 87.5%
4705416