SourcingSourcing

MLP3, LLC

B56
CRD 296314·SEC 801-113681·LINWOOD, NJ
AUM
$248.1M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$744K
@ 30% margin
Est. Deal Value
$6.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MLP3, LLC
CRD
296314
SEC file #
801-113681
EIN
320555859
DBA names
Masters Legacy Planning

Economics

AUM
$248.1M
AUM band
$100M-$500M
AUM trajectory
'20'26
$146.1M → $248.1M▲ +70%
Client mix
Individuals Other92
Individuals High Net Worth47
Corporations7

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
LINWOOD NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersOther Advisory Services
Fee basis
% of AUMFixed feesOther Compensation

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WATERWAY HOLDINGS GROUP LP
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
WATERWAY HOLDINGS GROUP LP
CHAMBERLAIN, TODD, CHRISTOPHER
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
MASTERSLEGACY.COM
Rdap Domain Creation Date
1998-02-27T05:00:00Z
Rdap Firm Age Years
28
Rdap Firm Age Band
20+y
Rdap Registrar
Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002109061
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0002109061-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3783
Soi Zip Pct 200k Plus
0.1667
Soi Zip Returns 200k Plus
630
Soi Zip Total AGI
509,244
Fdic Zip Total Deposits
14,670,809,000
Fdic Zip Branch Count
212
Fdic Zip Top Banks
PNC Bank, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

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
E*trade4
Fidelity2
Edgar Addresses
Mailing
650 NEW ROAD, SUITE BLINWOOD, NJ 08221
Business
650 NEW ROAD, SUITE BLINWOOD, NJ 08221
Edgar EIN
320555859
Edgar Recent Filings
13F-HR2026-04-13 · 0002109061-26-000002
13F-HR2026-02-13 · 0002109061-26-000001
Fdic Zip Branches Raw
Covenant Bank for SavingsLinwood, NJ
Berkeley Federal Bank and Trust, F.S.B.Linwood, NJ
Fdic Zip HHI
899.28
Fdic Zip Top Bank Share Pct
18.98
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-02-26T05:00:00Z
Rdap Domain Last Changed
2025-12-03T17:33:55Z
Rdap Nameservers
Ns1.commonwealth.comNs2.commonwealth.comNs3.commonwealth.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI10,005
Returns930
Stub 2
AGI19,867
Returns540
Stub 3
AGI30,530
Returns490
Soi Zip Total Business Income
29,526
Soi Zip Total Cap Gains
26,133
Soi Zip Total Dividends
14,300
Soi Zip Total Returns
3,780
Trust Company Affiliate
No

People (3)

3
CHAMBERLAIN, TODD, CHRISTOPHER
IAR · Executive Officer · 2.5%
2378880
RACHEL EILEEN HOUSEL
Executive Officer · 2.5%
5125718
JACOB R. MACK
IAR
4354369