SourcingSourcing

TFS ADVISORS, LLC

C46
CRD 167653·SEC 801-121268·EDMONDS, WA
AUM
$161.2M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$484K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TFS ADVISORS, LLC
CRD
167653
SEC file #
801-121268
EIN
—
DBA names
—

Economics

AUM
$161.2M
AUM band
$100M-$500M
AUM trajectory
'22'26
$121.6M → $161.2M▲ +33%
Client mix
Individuals Other86
Individuals High Net Worth65

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
EDMONDS WA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
facebook.com/tfsadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TERWEDO, AARON, MATTHEW
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
TERWEDO, AARON, MATTHEW
TERWEDO, DALE, ROBERT
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
fallback_guess:tfs.com

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 (9)

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
Pershing4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6163090
Trust Company Affiliate
No

People (2)

2
TERWEDO, AARON, MATTHEW
IAR · Direct Owner · 62.5%
6163090
TERWEDO, DALE, ROBERT
IAR · Direct Owner · 37.5%
1235948