ETF MODEL SOLUTIONS, LLC
C13
CRD 168410·SEC 801-80785·APPLETON, WI
AUM
$18.1M
<$25M
Est. Revenue
$181K
@ 1% on AUM
Est. EBITDA
$54K
@ 30% margin
Est. Deal Value
$435K
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $8.0M
'21 · $10.5M
'22 · $11.8M
'23 · $14.0M
'25 · $16.8M
'26 · $18.1M
'20'26
$8.0M → $18.1M▲ +127%
Client mix
| Individuals Other | 93 |
| Individuals High Net Worth | 12 |
| Pension Profit Sharing Plans | 2 |
| Other Investment Advisers | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 9 advisors
'26 · 10 advisors
'20'26
6 advisors → 10 advisors▲ +67%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consultingOther Advisory Services
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.