SourcingSourcing

ALPINE WEALTH ADVISORS, LLC

B55
CRD 105433·SEC 801-130531·DENVER, CO
AUM
$115.7M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$347K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALPINE WEALTH ADVISORS, LLC
CRD
105433
SEC file #
801-130531
EIN
—
DBA names
—

Economics

AUM
$115.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$105.1M → $115.7M▲ +10%
Client mix
Individuals High Net Worth47
Individuals Other11

Operations

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

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
alpinewealthadvisors.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
QUINN, BLAIR, ELLEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
QUINN, BLAIR, ELLEN
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
ALPINEWEALTHADVISORS.COM
Rdap Domain Creation Date
2013-01-19T18:00:34Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
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

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-19T18:00:34Z
Rdap Domain Last Changed
2025-01-20T11:36:04Z
Rdap Nameservers
Ns03.domaincontrol.comNs04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4722738
Trust Company Affiliate
No

People (1)

1
QUINN, BLAIR, ELLEN
IAR · Direct Owner · 87.5%
4722738