GOLD MEDAL WATERS, INC.

C41
CRD 132294·SEC 801-113866
AUM
$285.6M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$857K
@ 30% margin
Est. Deal Value
$6.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GOLD MEDAL WATERS, INC.
CRD
132294
SEC file #
801-113866
EIN
DBA names

Economics

AUM
$285.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$103.4M → $285.6M▲ +176%
Client mix
Individuals High Net Worth89
Individuals Other49
Pension Profit Sharing Plans7

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
8 advisors → 3 advisors▼ -62%
Primary office
Branches

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/23/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KELLEY, MATTHEW, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KELLEY, MATTHEW, JOSEPH
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
fallback_guess:goldmedal.com

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 (8)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Altruist4
E*trade4
Firm Has Custody
Yes
Top Owner CRD
4504752
Trust Company Affiliate
No