SourcingSourcing

MCKINLEY MONEY, LLC

A65
CRD 145571·SEC 801-132140·EAU-CLAIRE, WI
AUM
$163.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$491K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCKINLEY MONEY, LLC
CRD
145571
SEC file #
801-132140
EIN
—
DBA names
—

Economics

AUM
$163.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$134.8M → $163.7M▲ +21%
Client mix
Individuals Other84
Individuals High Net Worth78

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
EAU-CLAIRE WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
wpr.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCKINLEY, KEVIN, PAUL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MCKINLEY, KEVIN, PAUL
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
WPR.COM
Rdap Domain Creation Date
1998-10-26T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Dynadot Inc

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1967
Soi Zip Pct 200k Plus
0.0321
Soi Zip Returns 200k Plus
690
Soi Zip Total AGI
1,464,088
Fdic Zip Total Deposits
2,966,684,000
Fdic Zip Branch Count
174
Fdic Zip Top Banks
Wells Fargo Bank, National Association
U.S. Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
London Square BankEau Claire, WI
First Federal Savings Bank La Crosse - MadisonEau Claire, WI
Fdic Zip HHI
2492.51
Fdic Zip Top Bank Share Pct
44.74
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-10-25T04:00:00Z
Rdap Domain Last Changed
2024-08-31T15:00:17Z
Rdap Nameservers
Ns1.dyna-ns.netNs2.dyna-ns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI70,317
Returns5,560
Stub 2
AGI211,232
Returns5,650
Stub 3
AGI234,369
Returns3,820
Soi Zip Total Business Income
40,019
Soi Zip Total Cap Gains
39,850
Soi Zip Total Dividends
17,289
Soi Zip Total Returns
21,500
Top Owner CRD
1177018
Trust Company Affiliate
No

People (2)

2
MCKINLEY, KEVIN, PAUL
IAR · Direct Owner · 87.5%
1177018
DUNCAN PAUL MCKINLEY
IAR
8041013