SourcingSourcing

WALDO.AI, INC.

C33
CRD 336723·SEC 801-133916·NEW HAVEN, CT
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
WALDO.AI, INC.
CRD
336723
SEC file #
801-133916
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
NEW HAVEN CT
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
waldo.finance

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Belanger-Saleh, Ryan, Thomas
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
Belanger-Saleh, Ryan, Thomas
MYERS, JEFFREY, LAWRENCE
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
waldo.finance
Rdap Domain Creation Date
2024-08-07T17:29:40.758Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
NameCheap, Inc.

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
0.0923
Soi Zip Pct 200k Plus
0.0132
Soi Zip Returns 200k Plus
220
Soi Zip Total AGI
780,918
Fdic Zip Total Deposits
5,056,750,000
Fdic Zip Branch Count
132
Fdic Zip Top Banks
TD Bank, National Association
The New Haven Savings 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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Bank of Boston ConnecticutNew Haven, CT
The New Haven Savings BankNew Haven, CT
Fdic Zip HHI
1461.04
Fdic Zip Top Bank Share Pct
31.87
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-07T17:29:40.758Z
Rdap Domain Last Changed
2025-02-25T17:39:37.604Z
Rdap Nameservers
Desiree.ns.cloudflare.comLeonidas.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI78,249
Returns6,010
Stub 2
AGI194,103
Returns5,330
Stub 3
AGI159,662
Returns2,610
Soi Zip Total Business Income
25,006
Soi Zip Total Cap Gains
6,801
Soi Zip Total Dividends
3,942
Soi Zip Total Returns
16,690
Top Owner CRD
7152668
Trust Company Affiliate
No

People (2)

2
Belanger-Saleh, Ryan, Thomas
IAR · Direct Owner · 62.5%
7152668
MYERS, JEFFREY, LAWRENCE
Direct Owner · 62.5%
7152496