SourcingSourcing

RAM INVESTMENT PARTNERS, LLC

C30
CRD 161077·SEC 801-73301·BELLEVUE, WA
AUM
$1.19B
$1B+
Est. Revenue
$11.9M
@ 1% on AUM
Est. EBITDA
$3.6M
@ 30% margin
Est. Deal Value
$28.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RAM INVESTMENT PARTNERS, LLC
CRD
161077
SEC file #
801-73301
EIN
454556263
DBA names
Avier Wealth Advisors

Economics

AUM
$1.19B
AUM band
$1B+
AUM trajectory
'20'26
$428.5M → $1.19B▲ +177%
Client mix
Individuals Other302
Individuals High Net Worth281

Operations

Employees (total)
20
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
8 advisors → 16 advisors▲ +100%
Primary office
BELLEVUE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/company/avierwealthadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RETIREMENT ASSET MANAGEMENT,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
RETIREMENT ASSET MANAGEMENT,
WELTY, DAVID, KEITH
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
fallback_guess:ram.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001989672
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-08-14
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001989672-26-000002

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
16
Bc Firm IAR Count
16
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
10655 NE 4TH STREETSUITE 500BELLEVUE, WA 98004
Business
10655 NE 4TH STREETSUITE 500BELLEVUE, WA 98004
Edgar EIN
454556263
Edgar Recent Filings
13F-HR2026-05-04 · 0001989672-26-000002
13F-HR2026-02-12 · 0001989672-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (16)

16
WELTY, DAVID, KEITH
IAR · Direct Owner · 37.5%
2685163
PHILLIPS, LARS, LEE
IAR · Direct Owner · 17.5%
6015679
STRAND, AAREN, N
IAR · Direct Owner · 17.5%
5851594
OSSEWARD, JOHN, PRESTON
IAR · Direct Owner · 17.5%
6319061
Wright, Nicholas, Leo
IAR · Direct Owner · 17.5%
6568227
Alexander James Castaneda
IAR
7117786
Raphael Luis Capili De Ocampo
IAR
7101335
Courtney Sloane Gehrmann
IAR
7688632
MARISOL B FUNG
IAR
2663088
ALEXANDER OSTERGARD KRIDER
IAR
5627189
TIFFANY CHIANG STONER
IAR
5376962
Kaitlynn Ann Marie Burnett
IAR
8260677
Saloni Gupta
IAR
7188772
SAMANTHA VIVIANE TORRES
IAR
6341928
Katelynn Anne Toth
IAR
7546017
Madison Williams
IAR
7044565