SourcingSourcing

MERRITHEW & THORSTEN, INC.

A75
CRD 133563·SEC 801-121274·SAN DIEGO, CA
AUM
$155.0M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$465K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MERRITHEW & THORSTEN, INC.
CRD
133563
SEC file #
801-121274
EIN
—
DBA names
—

Economics

AUM
$155.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$119.0M → $155.0M▲ +30%
Client mix
Individuals Other71
Individuals High Net Worth54

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
SAN DIEGO CA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
02/10/2026
ADV-W filed at
—
Website
fee-only-planner.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MERRITHEW, LESLIE, ROBERT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MERRITHEW, LESLIE, ROBERT
THORSTEN, BRANDON, ERIC
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
FEE-ONLY-PLANNER.COM
Rdap Domain Creation Date
2001-11-03T19:05:56Z
Rdap Firm Age Years
25
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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
Altruist4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-11-03T19:05:56Z
Rdap Domain Last Changed
2023-10-29T16:00:10Z
Rdap Nameservers
Ns57.domaincontrol.comNs58.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4889902
Trust Company Affiliate
No

People (2)

2
THORSTEN, BRANDON, ERIC
IAR · Direct Owner · 62.5%
2731216
MERRITHEW, LESLIE, ROBERT
IAR · Direct Owner · 62.5%
4889902