SourcingSourcing

AQUIRE WEALTH ADVISORS, LLC

C37
CRD 149559·SEC 801-114782·SALT LAKE CITY, UT
AUM
$504.0M
$500M-$1B
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AQUIRE WEALTH ADVISORS, LLC
CRD
149559
SEC file #
801-114782
EIN
261473628
DBA names
Dentist Advisors

Economics

AUM
$504.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$159.3M → $504.0M▲ +216%
Client mix
Individuals Other585
Individuals High Net Worth167
Pension Profit Sharing Plans12
Charitable Organizations3
Corporations1

Operations

Employees (total)
24
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
17 advisors → 9 advisors▼ -47%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
linkedin.com/company/dentist-advisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AQUIRE HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
AQUIRE HOLDINGS, LLC
COPIER, JUSTIN, PAUL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
82,409
Form 5500 Compensation Trajectory 3y
202582,409
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
82,409
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001745945
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2018-07-10
Edgar Last Filing Date
2026-04-10
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-10
Accession0001172661-26-001464
Edgar Form D Count
1
Edgar Form D Offerings
2018-07-102018-07-10 · 0001745945-18-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
6440 S WASATCH BLVDSUITE 215SALT LAKE CITY, UT 84121
Business
6440 S WASATCH BLVDSUITE 215SALT LAKE CITY, UT 84121
Edgar EIN
261473628
Edgar Recent Filings
13F-HR2026-04-10 · 0001172661-26-001464
13F-HR2026-01-07 · 0001172661-26-000032
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (11)

11
MULCOCK, MATTHEW, WARREN
IAR · Executive Officer · 2.5%
6185404
HARPER, REESE, J
IAR · Executive Officer · 2.5%
4907910
COPIER, JUSTIN, PAUL
Executive Officer · 2.5%
7070734
Rabih Dimachki
IAR
7935069
Lauren Ashley Kearl
IAR
7832657
WILLIAM WEST GOCHNOUR
IAR
6908924
Sean M Griffeth
IAR
6599572
Cody Andrew Barrus
IAR
8176337
RYAN SCOTT ISAAC
IAR
5858393
Taylor Kevin Sutterfield
IAR
6892490
Jake David Elm
IAR
7199936