SourcingSourcing

PATHMONT, LLC

B61
CRD 299217·SEC 801-123634·SEATTLE, WA
AUM
$169.7M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$509K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PATHMONT, LLC
CRD
299217
SEC file #
801-123634
EIN
—
DBA names
Pathmont Investment Management

Economics

AUM
$169.7M
AUM band
$100M-$500M
AUM trajectory
'23'26
$118.1M → $169.7M▲ +44%
Client mix
Individuals High Net Worth25
Charitable Organizations3

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
1 advisors → 1 advisors▬ 0%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

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

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEYER, ROBYN, POMPROWITZ
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MEYER, ROBYN, POMPROWITZ
Solo Advisor Indicator
Yes
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
0.4589
Soi Zip Pct 200k Plus
0.2066
Soi Zip Returns 200k Plus
3,620
Soi Zip Total AGI
2,554,220
Fdic Zip Total Deposits
38,587,478,000
Fdic Zip Branch Count
397
Fdic Zip Top Banks
Bank of America, National Association
Washington Federal Savings and Loan Association

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Key Bank of WashingtonSeattle, WA
U.S. Bank of Washington, National AssociationSeattle, WA
Fdic Zip HHI
651.04
Fdic Zip Top Bank Share Pct
15.3
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI24,541
Returns2,020
Stub 2
AGI97,282
Returns2,540
Stub 3
AGI170,504
Returns2,750
Soi Zip Total Business Income
74,253
Soi Zip Total Cap Gains
125,568
Soi Zip Total Dividends
59,208
Soi Zip Total Returns
17,520
Top Owner CRD
2638180
Trust Company Affiliate
No

People (1)

1
MEYER, ROBYN, POMPROWITZ
IAR · Direct Owner · 87.5%
2638180