SourcingSourcing

FINANCEHQ LLC

C37
CRD 325157·SEC 801-127505·CORAL GABLES, FL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FINANCEHQ LLC
CRD
325157
SEC file #
801-127505
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Individuals Other5,217
Individuals High Net Worth1,667

Operations

Employees (total)
1
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
CORAL GABLES FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Selection of other advisers
Fee basis
Subscription feesFixed fees

Filings

Latest ADV filing
02/13/2026
ADV-W filed at
—
Website
facebook.com/financehq(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WARMER
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
WARMER
WILBUR LABS LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
338981
Trust Company Affiliate
No

People (2)

2
WARMER
Direct Owner · 87.5%
338981
CHOI, ALEXANDER, NMN
Executive Officer · 2.5%
5218823