SourcingSourcing

PECUSAVVY FINANCIAL, LLC

C37
CRD 339768·SEC 801-135270·EL PASO, TX
AUM
$9.1M
<$25M
Est. Revenue
$91K
@ 1% on AUM
Est. EBITDA
$27K
@ 30% margin
Est. Deal Value
$219K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PECUSAVVY FINANCIAL, LLC
CRD
339768
SEC file #
801-135270
EIN
—
DBA names
—

Economics

AUM
$9.1M
AUM band
<$25M
AUM trajectory
—
Client mix
Individuals Other10
Individuals High Net Worth6

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
EL PASO TX
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUM

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Lopez, Benjamin, Armando
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
Lopez, Benjamin, Armando
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
PECUSAVVYFINANCIAL.COM
Rdap Domain Creation Date
2025-10-01T04:26:11Z
Rdap Firm Age Years
1
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
0.1581
Soi Zip Pct 200k Plus
0.0624
Soi Zip Returns 200k Plus
560
Soi Zip Total AGI
673,730
Fdic Zip Total Deposits
9,072,879,000
Fdic Zip Branch Count
105
Fdic Zip Top Banks
Inter National Bank
Wells Fargo Bank, 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
Altruist4
E*trade4
Fdic Zip Branches Raw
SUNWEST Bank of El PasoEl Paso, TX
State National BankEl Paso, TX
Fdic Zip HHI
2496.4
Fdic Zip Top Bank Share Pct
32.49
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-10-01T04:26:11Z
Rdap Domain Last Changed
2025-10-01T04:26:11Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI48,835
Returns3,710
Stub 2
AGI80,550
Returns2,260
Stub 3
AGI64,197
Returns1,050
Soi Zip Total Business Income
37,834
Soi Zip Total Cap Gains
34,551
Soi Zip Total Dividends
23,306
Soi Zip Total Returns
8,980
Top Owner CRD
6436076
Trust Company Affiliate
No

People (1)

1
Lopez, Benjamin, Armando
IAR · Direct Owner · 87.5%
6436076