SourcingSourcing

WIL, LLC

C31
CRD 170737·SEC 801-124771·PALO ALTO, CA
AUM
$2.27B
$1B+
Est. Revenue
$22.7M
@ 1% on AUM
Est. EBITDA
$6.8M
@ 30% margin
Est. Deal Value
$54.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WIL, LLC
CRD
170737
SEC file #
801-124771
EIN
000000000
DBA names
—

Economics

AUM
$2.27B
AUM band
$1B+
AUM trajectory
'23'26
$2.44B → $2.27B▼ -7%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
45
Advisory staff (per ADV)
18
Advisory staff (5-yr trend)
'23'26
15 advisors → 18 advisors▲ +20%
Primary office
PALO ALTO CA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/world-innovation-lab-wil-(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ISAYAMA, GEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ISAYAMA, GEN
HARA, DAISUKE
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
fallback_guess:wil.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001872538
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2022-02-11
Edgar Last Filing Date
2022-11-02
Edgar 13f Count
4
Edgar 13f Latest AUM Estimate
Filing Date2022-11-02
Accession0001104659-22-113928

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
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley11
E*trade4
Edgar Addresses
Mailing
102 UNIVERSITY AVE, 1APALO ALTO, CA 94301
Business
102 UNIVERSITY AVE, 1APALO ALTO, CA 94301
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2022-11-02 · 0001104659-22-113928
13F-HR2022-07-13 · 0001104659-22-079511
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6309167
Trust Company Affiliate
No

People (2)

2
ISAYAMA, GEN
Direct Owner · 87.5%
6309167
HARA, DAISUKE
Executive Officer · 2.5%
7720850