SourcingSourcing

MOOLA COPILOT LLC

C43
CRD 334132·SEC 801-131744·NAPLES, 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
MOOLA COPILOT LLC
CRD
334132
SEC file #
801-131744
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Individuals Other2,756

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
NAPLES FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
tiktok.com/@moola.copilot

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RIUTORT BOU, MAGDALENA, NMN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
RIUTORT BOU, MAGDALENA, NMN
SCHAPPERT, JASON, MICHAEL
Solo Advisor Indicator
Yes
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
social_url_excluded:tiktok.com

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
0.227
Soi Zip Pct 200k Plus
0.0645
Soi Zip Returns 200k Plus
910
Soi Zip Total AGI
1,253,677
Fdic Zip Total Deposits
15,804,837,000
Fdic Zip Branch Count
291
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
Fdic Zip Branches Raw
Mercantile Bank of NaplesNaples, FL
Mercantile Bank of NaplesNaples, FL
Fdic Zip HHI
1008.29
Fdic Zip Top Bank Share Pct
23.67
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI48,641
Returns3,650
Stub 2
AGI127,299
Returns3,440
Stub 3
AGI145,669
Returns2,360
Soi Zip Total Business Income
49,601
Soi Zip Total Cap Gains
153,118
Soi Zip Total Dividends
42,732
Soi Zip Total Returns
14,100
Top Owner CRD
8016061
Trust Company Affiliate
No

People (2)

2
RIUTORT BOU, MAGDALENA, NMN
Direct Owner · 62.5%
8016061
SCHAPPERT, JASON, MICHAEL
Direct Owner · 62.5%
8016060