KUNATH KARREN RINNE & ATKIN LLC
B58
CRD 104531·SEC 801-18935·SEATTLE, WA
AUM
$373.0M
$100M-$500M
Est. Revenue
$3.7M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$9.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.16B
'21 · $1.59B
'22 · $3.30B
'23 · $2.76B
'25 · $345.7M
'26 · $373.0M
'20'26
$1.16B → $373.0M▼ -68%
Client mix
| Individuals High Net Worth | 39 |
| Individuals Other | 22 |
| Corporations | 4 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 2 advisors
'20'26
4 advisors → 2 advisors▼ -50%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.