Companies · Business Services

Wealth Maintenance Organization LLC

COLMAR · Business Services

Diligence memoA one-page analyst read on Wealth Maintenance Organization LLC — recommendation, valuation, rhythm, risks.
$105K
Total raised · real
1
Rounds
Latest step-up
Top 79%
Sector rank · raised
Pre-Seed
Latest stage · inferred · Thu Sep 03 2009 00:00:00 GMT+0000 (Coordinated Universal Time)

Wealth Maintenance Organization LLC looks under-valued against its niche peers and is dormant on financing cadence.

Synthesized from the figures below est. — every claim rests on a number shown on this page. Valuation uses the business services sector profile.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Under-valued
  • Modeled value is 0.24× the median modeled value of Pre-Seed Business Services companies in 2007–2009 (42 peers) — value vs value, same stage and era.
Dormant
  • Last raise 16.8 yr ago; this sector typically re-raises about every 12 months.
  • Only one round on record and long silent — often defunct, acquired, or gone quiet.

Procedural diagnosis est. — rule-based common-sense checks over the filing pattern, issuer name, activity cadence, and surfaced operating evidence.

Issuer-vehicle patternmedium confidence

Wealth Maintenance Organization LLC behaves more like a recurring private-offering issuer than a conventional venture-backed operating company.

Issuer structure
Company-like
No recurring-offering pattern strong enough to override normal financing interpretation.
Lifecycle
16.8 yr record
Peak capital year was 2009 with $105K across 1 filings.
Market position
ahead of 22% of Business Services peers
Capital scale is ahead of 22% of Business Services peers; modeled value is above 35% of peers by modeled value. Large capital with mid-pack modeled value can signal an issuer/program profile rather than operating-company growth.
Valuation reliability
Normal applicability
Stage/dilution valuation models are weakest when the issuer is broad-sector, recurring, or vehicle-like.
Operating evidence
Sparse
No clear CEO/founder/principal role is surfaced, so operating-company confidence is lower.
Data quality
Consistent
Canonical totals and visible filing detail are broadly aligned.
What triggered this
  • Legal name looks like an issuer vehicle rather than a product company.
  • No clearly named CEO/founder/principal role in the public records surfaced here.
  • No verified homepage on the profile yet.
  • Capital program peaked in 2009: $105K across 1 filings.
  • Largest single filing was $105K on 2009-09-03.
How to read the page
  • Read this less like a startup funding journey and more like a capital-raising program.
  • Stage-based valuation and peer labels have lower applicability for this pattern.
  • The more important signal is lifecycle: repeated filings ended years ago, so current activity needs outside confirmation.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Business Services

Wealth Maintenance Organization LLC is one of 2439 Business Services companies tracked from COLMAR. By capital raised it ranks in the long tail (ahead of 22% of sector peers), and in the long tail by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

As reported in public records reported — not modeled.

US
Jurisdiction
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$1.3M$2.5M$3.8M$5.0MPre-Seed · 2009-09-03 Raised $105K (real) Modeled valuation $3.3M (est)$105K$3.3MPre-Seed2009

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Pre-Seed$105K · 2009

Stages are modeled from round size (public records carry no series label). Ladder is contiguous — every modeled rung has a record.

Modeled valuation trajectory
$3.3M
Base estimate est.
$71K
Conservative case
$37.6M
Upside case
$583K
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Pre-Seeda round under $1.0M). Valuation is modeled from stage benchmarks scaled by the business services sector profile. Directional, not a quoted figure.

Not enough modeled valuation points to chart a trajectory.

Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
31%
Survival probability
12% low · 56% high
1.63×/yr
Annual markup
2.21×/yr upside case
6.0 yr
Elapsed time used
16.8 yr actual, capped for stale marks
business services
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
Avg between rounds
Capital velocity
16.8 yr
On record since
2009
First round
1
Rounds on file
How it compares to the market

Benchmarked against 2439 companies in Business Services. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 0.1× of median
This company$105K
Sector median$1.5M
Latest round — vs other Pre-Seed rounds in sector (real $, this stage) 0.3× of median
This company$105K
Sector median$322K
Modeled value — vs sector median (estimate, all stages) 0.2× of median
This company$3.3M
Sector median$15.0M

Raised more than 22% of sector peers (real $). Modeled value above 35% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Pre-Seed) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful. This company ranks #37 of 42.

This companyCohort peer
$1.0M$10.0M$100.0M$10K$100K$1.0M$10.0MCapital raised (log)Clearspire Service Co LLC · Pre-Seed Raised $1.0M · modeled $31.6M (est)Acclaris Inc · Pre-Seed Raised $1.0M · modeled $31.6M (est)Rothwell-Myers Ltd · Pre-Seed Raised $2.0M · modeled $31.6M (est)Retel Technologies, Inc. · Pre-Seed Raised $1.0M · modeled $31.6M (est)Projjix, Inc. · Pre-Seed Raised $906K · modeled $28.6M (est)Outdoor Income Partners, L.L.C. · Pre-Seed Raised $900K · modeled $28.4M (est)Odw Lts, Llc · Pre-Seed Raised $900K · modeled $28.4M (est)United Group LTD · Pre-Seed Raised $874K · modeled $27.6M (est)PanOptic, Inc. · Pre-Seed Raised $750K · modeled $23.7M (est)TEECOM Design Group · Pre-Seed Raised $708K · modeled $22.4M (est)Toyota Tsusho Corp · Pre-Seed Raised $1.5M · modeled $22.3M (est)Epostmarks Inc · Pre-Seed Raised $2.4M · modeled $19.3M (est)Wealth Maintenance Organization LLC (this company) Raised $105K · modeled $3.3M (est)Wealth Maintenance Organization LLC
CompanyStageRaised · realValue · estvs peer med.
Clearspire Service Co LLCPre-Seed$1.0M$31.6M2.26×
Acclaris IncPre-Seed$1.0M$31.6M2.26×
Rothwell-Myers LtdPre-Seed$2.0M$31.6M2.26×
Retel Technologies, Inc.Pre-Seed$1.0M$31.6M2.26×
Projjix, Inc.Pre-Seed$906K$28.6M2.05×
Outdoor Income Partners, L.L.C.Pre-Seed$900K$28.4M2.03×
Odw Lts, LlcPre-Seed$900K$28.4M2.03×
United Group LTDPre-Seed$874K$27.6M1.97×
PanOptic, Inc.Pre-Seed$750K$23.7M1.69×
TEECOM Design GroupPre-Seed$708K$22.4M1.60×
Toyota Tsusho CorpPre-Seed$1.5M$22.3M1.59×
Epostmarks IncPre-Seed$2.4M$19.3M1.38×
Wealth Maintenance Organization LLC this companyPre-Seed$105K$3.3M0.24×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Pre-Seed$105K2009-09-03$583K$3.3M90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Pre-Seed$105K2009-09-03
    • First recorded raise — entered as Pre-Seed.
Intelligence
Modeled next raise
$168K
Modeled next size est.range $109K$269K
Last step-up
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
George Philip Brown2009-09
Kevin Charles Brown2009-09
Larry Bradford Bice2009-09
Michael James Pappas2009-09
Paul Robert Tyndall2009-09
Registry & provenance

Wealth Maintenance Organization LLC is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
1475453
SEC CIK
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
Abso Pay IncBusiness ServicesPre-Seed$105K$3.3Msame sector · same stage
SR Energy Research, Inc.Business ServicesPre-Seed$106K$3.4Msame sector · same stage
2018 Street Boss Colt LLCBusiness ServicesPre-Seed$108K$3.4Msame sector · same stage
Gophr App., Inc.Business ServicesPre-Seed$101K$3.2Msame sector · same stage
LRF Gatekeeper LLCBusiness ServicesPre-Seed$110K$3.5Msame sector · same stage
Rush Chairman LLCBusiness ServicesPre-Seed$110K$3.5Msame sector · same stage
urLocus, Inc.Business ServicesPre-Seed$110K$3.5Msame sector · same stage
2013 GP Claiming Fund LLCBusiness ServicesPre-Seed$100K$3.2Msame sector · same stage
Frequently asked
How much funding has Wealth Maintenance Organization LLC raised?
Wealth Maintenance Organization LLC has raised approximately $105K in disclosed capital across 1 recorded financing round, aggregated from public filings.
What is Wealth Maintenance Organization LLC's estimated valuation?
Provath's modeled valuation for Wealth Maintenance Organization LLC is approximately $3.3M (modeled range $71K–$37.6M). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Wealth Maintenance Organization LLC at?
Wealth Maintenance Organization LLC's latest modeled financing stage is Pre-Seed. Its most recent recorded round closed around Thu Sep 03.
What does Wealth Maintenance Organization LLC do and where is it based?
Wealth Maintenance Organization LLC operates in the Business Services sector, based in COLMAR.
Explore related

See where Wealth Maintenance Organization LLC sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

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