SourcingSourcing

MRWM ADVISORS, LLC

C41
CRD 288944·SEC 801-110818·NASHVILLE, TN
AUM
$431.7M
$100M-$500M
Est. Revenue
$4.3M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MRWM ADVISORS, LLC
CRD
288944
SEC file #
801-110818
EIN
821858719
DBA names
Music Row Wealth Management

Economics

AUM
$431.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$142.4M → $431.7M▲ +203%
Client mix
Individuals Other293
Individuals High Net Worth56

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
NASHVILLE TN
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
musicrowwealthmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MUSIC ROW WEALTH MANAGEMENT
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MUSIC ROW WEALTH MANAGEMENT
DAVIS, LAURA, JANE
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
ok
Rdap Domain
MUSICROWWEALTHMANAGEMENT.COM
Rdap Domain Creation Date
2017-04-11T21:02:03Z
Rdap Firm Age Years
9
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
0001732949
Edgar Registered
Yes
Edgar Filing Count
22
Edgar First Filing Date
2024-10-28
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001754960-26-000284
Edgar Former Names
Cypress Capital Advisors, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Raymond James4
E*trade4
Edgar Addresses
Mailing
1614 16TH AVENUE SOUTHNASHVILLE, TN 37212
Business
1614 16TH AVENUE SOUTHNASHVILLE, TN 37212
Edgar EIN
821858719
Edgar Recent Filings
13F-HR2026-04-21 · 0001754960-26-000284
13F-HR2026-01-26 · 0001754960-26-000115
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-11T21:02:03Z
Rdap Domain Last Changed
2026-04-12T14:02:37Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
HACKNEY, JAMES, TRACY
IAR · Executive Officer · 2.5%
4475351
DAVIS, LAURA, JANE
IAR · Executive Officer · 2.5%
4969489
SUZANNE LOIS SALTER
Executive Officer · 2.5%
5402524
CYNTHIA ROBYN DURDIN
IAR
4740380