VERDARA PPP LLC

C31
CRD 339710·SEC 801-135251·TAMPA, 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
VERDARA PPP LLC
CRD
339710
SEC file #
801-135251
EIN
DBA names

Economics

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

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
Primary office
TAMPA FL
Branches

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
04/02/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
VERDARA CORP.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
VERDARA CORP.
ARAGON, CYNTHIA, MARIE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
verdara.org
Rdap Domain Creation Date
2025-08-26T20:57:27.706Z
Rdap Firm Age Years
1
Rdap Firm Age Band
<5y
Rdap Registrar
Amazon Registrar, 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
0.0997
Soi Zip Pct 200k Plus
0.0232
Soi Zip Returns 200k Plus
200
Soi Zip Total AGI
569,617
Fdic Zip Total Deposits
4,178,588,000
Fdic Zip Branch Count
90
Fdic Zip Top Banks
Valley National Bank
SunTrust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
Columbia BankTampa, FL
Columbia BankTampa, FL
Fdic Zip HHI
1788.37
Fdic Zip Top Bank Share Pct
35.19
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-26T20:57:27.706Z
Rdap Domain Last Changed
2026-05-06T17:33:22.074Z
Rdap Nameservers
Dolly.ns.cloudflare.comKyle.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI47,854
Returns3,460
Stub 2
AGI89,468
Returns2,460
Stub 3
AGI73,507
Returns1,210
Soi Zip Total Business Income
10,367
Soi Zip Total Cap Gains
52,187
Soi Zip Total Dividends
34,452
Soi Zip Total Returns
8,630
Trust Company Affiliate
No