SourcingSourcing

ROBERT PRISKE, LLC

A74
CRD 108072·SEC 801-56373·HONOLULU, HI
AUM
$219.9M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$660K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROBERT PRISKE, LLC
CRD
108072
SEC file #
801-56373
EIN
—
DBA names
—

Economics

AUM
$219.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$93.9M → $219.9M▲ +134%
Client mix
Individuals High Net Worth82
Individuals Other62
Pension Profit Sharing Plans17

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
HONOLULU HI
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/06/2026
ADV-W filed at
—
Website
robertpriske.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PRISKE, ROBERT, DANIEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
PRISKE, ROBERT, DANIEL
APO, ALLYSON, K
Solo Advisor Indicator
No
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
ROBERTPRISKE.COM
Rdap Domain Creation Date
2004-08-23T19:58:28Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
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
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-23T19:58:28Z
Rdap Domain Last Changed
2025-08-24T12:01:57Z
Rdap Nameservers
Ns25.domaincontrol.comNs26.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1185926
Trust Company Affiliate
No

People (2)

2
PRISKE, ROBERT, DANIEL
IAR · Direct Owner · 87.5%
1185926
APO, ALLYSON, K
Executive Officer · 2.5%
7074066