SourcingSourcing

180 WEALTH ADVISORS, LLC

C27
CRD 284921·SEC 801-110219·FEDERAL WAY, WA
AUM
$1.36B
$1B+
Est. Revenue
$13.6M
@ 1% on AUM
Est. EBITDA
$4.1M
@ 30% margin
Est. Deal Value
$32.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
180 WEALTH ADVISORS, LLC
CRD
284921
SEC file #
801-110219
EIN
821014572
DBA names
—

Economics

AUM
$1.36B
AUM band
$1B+
AUM trajectory
'20'26
$363.2M → $1.36B▲ +274%
Client mix
Individuals Other780
Individuals High Net Worth540
Pension Profit Sharing Plans30

Operations

Employees (total)
11
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
4 advisors → 6 advisors▲ +50%
Primary office
FEDERAL WAY WA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
180wealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BUCHAN, RICHARD, WAYNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BUCHAN, RICHARD, WAYNE
HENKE, DARREN, NORMAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
ok
Rdap Domain
180WEALTHADVISORS.COM
Rdap Domain Creation Date
2019-02-21T22:40:18Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001730817
Edgar Registered
Yes
Edgar Filing Count
36
Edgar First Filing Date
2018-02-13
Edgar Last Filing Date
2026-05-01
Edgar 13f Count
34
Edgar 13f Latest AUM Estimate
Filing Date2026-05-01
Accession0001730817-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3052
Soi Zip Pct 200k Plus
0.0787
Soi Zip Returns 200k Plus
1,380
Soi Zip Total AGI
1,579,676
Fdic Zip Total Deposits
280,130,000
Fdic Zip Branch Count
19
Fdic Zip Top Banks
Valley Bank
Heritage Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
32125 32ND AVENUE SOUTH, SUITE 100FEDERAL WAY, WA 98001
Business
32125 32ND AVENUE SOUTH, SUITE 100FEDERAL WAY, WA 98001
Edgar EIN
821014572
Edgar Recent Filings
13F-HR2026-05-01 · 0001730817-26-000002
13F-HR2026-01-09 · 0001730817-26-000001
Fdic Zip Branches Raw
Key Bank of WashingtonAuburn, WA
Key Savings BankAuburn, WA
Fdic Zip HHI
6954.1
Fdic Zip Top Bank Share Pct
81.36
Fdic Zip Year
2015
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-21T22:40:18Z
Rdap Domain Last Changed
2026-02-12T16:57:34Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI45,212
Returns3,510
Stub 2
AGI136,288
Returns3,600
Stub 3
AGI183,002
Returns2,960
Soi Zip Total Business Income
53,568
Soi Zip Total Cap Gains
43,664
Soi Zip Total Dividends
13,825
Soi Zip Total Returns
17,530
Top Owner CRD
2079127
Trust Company Affiliate
No

People (4)

4
BUCHAN, RICHARD, WAYNE
IAR · Direct Owner · 62.5%
2079127
HENKE, DARREN, NORMAN
IAR · Direct Owner · 62.5%
1828390
Brett Alan Garver
Executive Officer · 2.5%
4348480
SYLVIA DENISE PARKER
IAR
4085110