SourcingSourcing

44 WEALTH MANAGEMENT LLC

B57
CRD 309647·SEC 801-119064·EUGENE, OR
AUM
$487.4M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
44 WEALTH MANAGEMENT LLC
CRD
309647
SEC file #
801-119064
EIN
851280806
DBA names
—

Economics

AUM
$487.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$283.2M → $487.4M▲ +72%
Client mix
Individuals High Net Worth136
Individuals Other65
Charitable Organizations15
Corporations10
Other6

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'21'26
2 advisors → 4 advisors▲ +100%
Primary office
EUGENE OR
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
44weatlh.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Werner, Blaine, PATRICK
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Werner, Blaine, PATRICK
WERNER, JENNIFER, SUSAN
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
44WEATLH.COM
Rdap Domain Creation Date
2022-03-27T15:25:29Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
Name.com, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001831187
Edgar Registered
Yes
Edgar Filing Count
18
Edgar First Filing Date
2021-03-05
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001765380-26-000215

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
2350 OAKMONT WAYSUITE 104EUGENE, OR 97401
Business
2350 OAKMONT WAYSUITE 104EUGENE, OR 97401
Edgar EIN
851280806
Edgar Recent Filings
13F-HR2026-05-15 · 0001765380-26-000215
13F-HR2026-02-09 · 0001420506-26-000216
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-27T15:25:29Z
Rdap Domain Last Changed
2026-03-05T16:31:10Z
Rdap Nameservers
Ns1cmt.name.comNs2cqs.name.comNs3npv.name.comNs4lny.name.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
842147
Trust Company Affiliate
No

People (6)

6
Werner, Blaine, PATRICK
IAR · Direct Owner · 62.5%
842147
WERNER, JENNIFER, SUSAN
Direct Owner · 37.5%
1070351
COLPAS, LILIAN
Executive Officer · 2.5%
6065373
John William Mullen
IAR
7885111
Holly Christine Matus
IAR
6562076
Margo Werner
IAR
6665263