SourcingSourcing

HOOVER PRIVATE WEALTH, LLC

C43
CRD 336484·SEC 801-134707·ROYAL OAK, MI
AUM
$171.3M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$514K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HOOVER PRIVATE WEALTH, LLC
CRD
336484
SEC file #
801-134707
EIN
—
DBA names
—

Economics

AUM
$171.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$132.0M → $171.3M▲ +30%
Client mix
Individuals Other175
Corporations35
Individuals High Net Worth12

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
ROYAL OAK MI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
hooverprivatewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOOVER, RANDALL, A
Top Owner Pct
7.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HOOVER, RANDALL, A
HOOVER, RANDALL, ALAN
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
HOOVERPRIVATEWEALTH.COM
Rdap Domain Creation Date
2025-06-06T18:29:22Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Network Solutions, LLC

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
0.3321
Soi Zip Pct 200k Plus
0.0988
Soi Zip Returns 200k Plus
1830
Soi Zip Total AGI
1,891,053
Fdic Zip Total Deposits
11,367,188,000
Fdic Zip Branch Count
235
Fdic Zip Top Banks
PNC Bank, National Association
The Huntington National 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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity2
Fdic Zip Branches Raw
First of America Bank-Southeast Michigan, National AssociationRoyal Oak, MI
National Bank of Royal OakRoyal Oak, MI
Fdic Zip HHI
878.96
Fdic Zip Top Bank Share Pct
16.63
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-06T18:29:22Z
Rdap Domain Last Changed
2026-04-07T06:35:31Z
Rdap Nameservers
Ns15.worldnic.comNs16.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI41,471
Returns3,740
Stub 2
AGI123,775
Returns3,310
Stub 3
AGI183,350
Returns2,950
Soi Zip Total Business Income
57,652
Soi Zip Total Cap Gains
43,931
Soi Zip Total Dividends
27,145
Soi Zip Total Returns
18,520
Top Owner CRD
6533287
Trust Company Affiliate
No

People (2)

2
HOOVER, RANDALL, ALAN
IAR · Direct Owner · 7.5%
1848906
HOOVER, RANDALL, A
IAR · Direct Owner · 7.5%
6533287