SourcingSourcing

TILDEN LOUCKS & WOODNORTH LLC

B63
CRD 106713·SEC 801-47188·ELMHURST, IL
AUM
$173.3M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$520K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TILDEN LOUCKS & WOODNORTH LLC
CRD
106713
SEC file #
801-47188
EIN
—
DBA names
—

Economics

AUM
$173.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$108.3M → $173.3M▲ +60%
Client mix
Individuals Other26
Individuals High Net Worth19
Charitable Organizations1
Corporations1

Operations

Employees (total)
4
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
ELMHURST IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
lasallest.com

Compliance

Disclosures (firm)
8
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LASALLE ST. HOLDINGS, LLC ("LSH") FORMERLY
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
LASALLE ST. HOLDINGS, LLC ("LSH") FORMERLY
SCHLESSER, DANIEL, JOHN
Solo Advisor Indicator
No
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
LASALLEST.COM
Rdap Domain Creation Date
1996-07-18T04:00:00Z
Rdap Firm Age Years
30
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, 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 (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-07-17T04:00:00Z
Rdap Domain Last Changed
2026-05-18T06:28:41Z
Rdap Nameservers
Ns25.worldnic.comNs26.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
SCHLESSER, DANIEL, JOHN
IAR · Direct Owner · 62.5%
1788458
INCERTO, VINCENT, EDWARD
IAR · Executive Officer · 2.5%
4335897
MICHAEL MITCHELL DROZD
Executive Officer · 2.5%
6015178