SourcingSourcing

TAURUM RETIREMENT PARTNERS, LLC

B56
CRD 282017·SEC 801-130407·MESA, AZ
AUM
$155.9M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$468K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TAURUM RETIREMENT PARTNERS, LLC
CRD
282017
SEC file #
801-130407
EIN
—
DBA names
—

Economics

AUM
$155.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$142.6M → $155.9M▲ +9%
Client mix
Individuals Other76
Individuals High Net Worth51

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
MESA AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
taurum.us

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SOLLIS, ROBERT, VERLIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SOLLIS, ROBERT, VERLIN
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

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1048
Soi Zip Pct 200k Plus
0.0171
Soi Zip Returns 200k Plus
300
Soi Zip Total AGI
914,121
Fdic Zip Total Deposits
11,346,272,000
Fdic Zip Branch Count
206
Fdic Zip Top Banks
Wells Fargo Bank, National Association
National Bank of Arizona

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First National Bank of ArizonaMesa, AZ
First Interstate Bank of Arizona, National AssociationMesa, AZ
Fdic Zip HHI
1438.47
Fdic Zip Top Bank Share Pct
30.44
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI69,616
Returns5,170
Stub 2
AGI227,339
Returns6,120
Stub 3
AGI184,934
Returns3,040
Soi Zip Total Business Income
32,168
Soi Zip Total Cap Gains
12,805
Soi Zip Total Dividends
6,519
Soi Zip Total Returns
17,560
Top Owner CRD
4131485
Trust Company Affiliate
No

People (2)

2
SOLLIS, ROBERT, VERLIN
IAR · Direct Owner · 87.5%
4131485
JACKSON THOMAS BECK
IAR
6470399