WESTROCK ASSET MANAGEMENT, LLC
B57
CRD 174408·SEC 801-108284·LITTLE ROCK, AR
AUM
$162.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$488K
@ 30% margin
Est. Deal Value
$3.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $230.6M
'21 · $99.5M
'22 · $116.3M
'23 · $394.1M
'25 · $208.5M
'26 · $162.7M
'20'26
$230.6M → $162.7M▼ -29%
Operations
Advisory staff (5-yr trend)
'20 · 6 advisors
'21 · 6 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 4 advisors
'26 · 4 advisors
'20'26
6 advisors → 4 advisors▼ -33%
Branches
—
Custodian & Brokerage
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
Edgar Form D Offerings
2026-01-232026-01-23 · 0001672555-26-000001
2025-01-242025-01-24 · 0001672555-25-000001
Compliance & brand
All other collected signals (11)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSE, PO BOX 309GRAND CAYMAN, E9, KY1-1104
Business
C/O MAPLES CORPORATE SERVICES LIMITEDUGLAND HOUSE, PO BOX 309GRAND CAYMAN, E9, KY1-1104
Edgar Recent Filings
D/A2026-01-23 · 0001672555-26-000001
D/A2025-01-24 · 0001672555-25-000001