SourcingSourcing

CLARION WEALTH MANAGEMENT PARTNERS, LLC

C47
CRD 334243·SEC 801-131858·FAIRFAX, VA
AUM
$394.8M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CLARION WEALTH MANAGEMENT PARTNERS, LLC
CRD
334243
SEC file #
801-131858
EIN
—
DBA names
Clarion Wealth Management Partners

Economics

AUM
$394.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$312.4M → $394.8M▲ +26%
Client mix
Individuals Other282
Individuals High Net Worth129
Pension Profit Sharing Plans7
Corporations2

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
FAIRFAX VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
YOUNG, DAVID, WILLIAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
YOUNG, DAVID, WILLIAM
YOUNG, MARGARET, S
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
social_url_excluded:linkedin.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
0.4306
Soi Zip Pct 200k Plus
0.1793
Soi Zip Returns 200k Plus
3,580
Soi Zip Total AGI
2,583,247
Fdic Zip Total Deposits
24,766,274,000
Fdic Zip Branch Count
329
Fdic Zip Top Banks
Truist Bank
SunTrust Bank

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Household Bank, FSBFairfax, VA
Second National Federal Savings AssociationFairfax City, VA
Fdic Zip HHI
991.01
Fdic Zip Top Bank Share Pct
22.33
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI40,022
Returns3,650
Stub 2
AGI103,782
Returns2,780
Stub 3
AGI167,885
Returns2,700
Soi Zip Total Business Income
70,426
Soi Zip Total Cap Gains
123,304
Soi Zip Total Dividends
43,569
Soi Zip Total Returns
19,970
Top Owner CRD
2423111
Trust Company Affiliate
No

People (5)

5
YOUNG, DAVID, WILLIAM
IAR · Direct Owner · 62.5%
2423111
YOUNG, MARGARET, S
Direct Owner · 37.5%
4967674
Kelly Leann Conner Haslbeck
IAR
6483021
Nicholas Hart
IAR
6901431
Christian Robert Polito
IAR
5963337