SourcingSourcing

MAVS WEALTH MANAGEMENT GROUP, LLC

C33
CRD 337364·SEC 801-133864·ST. PETERSBURG, 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
MAVS WEALTH MANAGEMENT GROUP, LLC
CRD
337364
SEC file #
801-133864
EIN
—
DBA names
—

Economics

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

Operations

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

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
mavswealthgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Anastase, Jesse, Warren
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Anastase, Jesse, Warren
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
MAVSWEALTHGROUP.COM
Rdap Domain Creation Date
2023-09-19T02:14:10Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, 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
0.213
Soi Zip Pct 200k Plus
0.0681
Soi Zip Returns 200k Plus
1,080
Soi Zip Total AGI
1,317,264
Fdic Zip Total Deposits
22,690,736,000
Fdic Zip Branch Count
297
Fdic Zip Top Banks
Regions Bank
Bank of America, National Association

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
Sun Bank of Tampa BaySt. Petersburg, FL
NationsBank of Florida, N.A.St. Petersburg, FL
Fdic Zip HHI
1515.31
Fdic Zip Top Bank Share Pct
30.78
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-19T02:14:10Z
Rdap Domain Last Changed
2026-04-07T03:53:52Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI54,453
Returns4,200
Stub 2
AGI151,165
Returns4,100
Stub 3
AGI164,891
Returns2,690
Soi Zip Total Business Income
37,050
Soi Zip Total Cap Gains
115,399
Soi Zip Total Dividends
27,540
Soi Zip Total Returns
15,870
Top Owner CRD
7461034
Trust Company Affiliate
No

People (1)

1
Anastase, Jesse, Warren
IAR · Direct Owner · 87.5%
7461034