SourcingSourcing

W ADVISORS LLC

B53
CRD 168452·SEC 801-78543·GERMANTOWN, TN
AUM
$244.9M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$735K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
W ADVISORS LLC
CRD
168452
SEC file #
801-78543
EIN
463385301
DBA names
—

Economics

AUM
$244.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$94.7M → $244.9M▲ +159%
Client mix
Individuals Other68
Individuals High Net Worth27

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
GERMANTOWN TN
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
03/17/2026
ADV-W filed at
—
Website
linkedin.com/company/w-advisors-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WADE, ROBERT, B
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
WADE, ROBERT, B
Cox, Angela
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001929907
Edgar Registered
Yes
Edgar Filing Count
19
Edgar First Filing Date
2022-08-15
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001172661-26-001570

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2289 WEST STREETGERMANTOWN, TN 38138
Business
2289 WEST STREETGERMANTOWN, TN 38138
Edgar EIN
463385301
Edgar Recent Filings
13F-HR2026-04-29 · 0001172661-26-001570
13F-HR2026-02-13 · 0001172661-26-000770
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2321731
Trust Company Affiliate
No

People (3)

3
WADE, ROBERT, B
IAR · Direct Owner · 87.5%
2321731
Cox, Angela
Executive Officer · 2.5%
6914573
FRANK LAWRENCE LOMBARDO
IAR
5192692