SourcingSourcing

OPEROSE ADVISORS LLC

C24
CRD 287465·SEC 801-118313·MILWAUKEE, WI
AUM
$2.04B
$1B+
Est. Revenue
$20.4M
@ 1% on AUM
Est. EBITDA
$6.1M
@ 30% margin
Est. Deal Value
$48.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OPEROSE ADVISORS LLC
CRD
287465
SEC file #
801-118313
EIN
814958026
DBA names
—

Economics

AUM
$2.04B
AUM band
$1B+
AUM trajectory
'21'26
$201.9M → $2.04B▲ +910%
Client mix
Individuals High Net Worth302
Individuals Other128
Other33
Charitable Organizations29
Corporations17

Operations

Employees (total)
20
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'21'26
5 advisors → 11 advisors▲ +120%
Primary office
MILWAUKEE WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
linkedin.com/company/operose-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BEULAH HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
BEULAH HOLDINGS LLC
BAUER, NICHOLAS, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
144,437
Form 5500 Compensation Trajectory 3y
202694,437
202550,000
Form 5500 Plan Count Trajectory 3y
20262
20251
Schedule C Total Compensation
144,437
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001909750
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-02-14
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001909750-26-000005

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
15
Bc Firm IAR Count
15
Custodian Candidates
Full
Charles Schwab18
E*trade4
Edgar Addresses
Mailing
731 N. WATER STREET, SUITE 790MILWAUKEE, WI 53202
Business
731 N. WATER STREET, SUITE 790MILWAUKEE, WI 53202
Edgar EIN
814958026
Edgar Recent Filings
13F-HR2026-05-12 · 0001909750-26-000005
13F-HR2026-02-10 · 0001909750-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (15)

15
JANKOWSKI, CAROLINE, PROBST
IAR · Executive Officer · 2.5%
4944790
BAUER, NICHOLAS, CHARLES
IAR · Executive Officer · 2.5%
3099440
Nowaczynski, Amanda, Mary
IAR · Executive Officer · 2.5%
6833789
STIER, DANIEL, KENNETH
IAR · Executive Officer · 2.5%
7808486
KRISTIN Lee STANEK
IAR
6031252
JOHN STRATTON MCGREGOR
IAR
2856021
MICHAEL WILLIAM SHONE
IAR
732323
Lucas Daniel Cahalane
IAR
8224730
Amanda Tricia Stark
IAR
8173007
CHRISTOPHER ALAN EVERS
IAR
6387880
STEVEN JAY BACKUS
IAR
4622760
JASON ROBERT KAUSALIK
IAR
6325369
RYAN ALAN MILLER
IAR
5153985
Patrick James Weyer
IAR
6741217
Matthew Adam Kulakow
IAR
8026815