HEADWATER INVESTMENT CONSULTING,INC.
C14
CRD 133009·SEC 801-64965·MCMINNVILLE, OR
AUM
$543.0M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.0M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $198.3M
'21 · $255.0M
'22 · $297.9M
'23 · $353.2M
'25 · $466.3M
'26 · $543.0M
'20'26
$198.3M → $543.0M▲ +174%
Client mix
| Individuals Other | 403 |
| Individuals High Net Worth | 185 |
| Charitable Organizations | 42 |
| Corporations | 19 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
3 advisors → 5 advisors▲ +67%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
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
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
First Federal Savings and Loan Association of McMinnville
U.S. Bank National Association
Compliance & brand
All other collected signals (19)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
Bank of America OregonMcminnville, OR
Valley Community BankMcminnville, OR
Soi Zip Distribution
Stub 1
| AGI | 58,151 |
| Returns | 4,610 |
Stub 2
| AGI | 170,282 |
| Returns | 4,570 |
Stub 3
| AGI | 175,483 |
| Returns | 2,860 |