WILLAMETTE FINANCIAL ADVISORS, LLC
B59
CRD 173482·SEC 801-112193·PORTLAND, OR
AUM
$117.5M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$352K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $131.3M
'21 · $125.5M
'22 · $133.6M
'23 · $133.6M
'25 · $151.8M
'26 · $117.5M
'20'26
$131.3M → $117.5M▼ -11%
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 5 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
6 advisors → 2 advisors▼ -67%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Filings
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 (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Nameservers
Ns20.digicertdns.comNs21.digicertdns.comNs22.digicertdns.comNs23.digicertdns.net
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited