SourcingSourcing

ROGUE VALLEY WEALTH

C13
CRD 309847·MEDFORD, OR
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ROGUE VALLEY WEALTH
CRD
309847
SEC file #
—
EIN
—
DBA names
Rogue Valley WealthRogue Valley Wealth Llc

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
MEDFORD OR
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BACHTEL, IAN, MACLEOD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
BACHTEL, IAN, MACLEOD
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
0.2601
Soi Zip Pct 200k Plus
0.0758
Soi Zip Returns 200k Plus
1800
Soi Zip Total AGI
2,058,794
Fdic Zip Total Deposits
32,454,825,000
Fdic Zip Branch Count
628
Fdic Zip Top Banks
Wells Fargo Bank, National Association
People's Bank of Commerce

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Valley of the Rogue BankMedford, OR
Colonial Banking CompanyMedford, OR
Fdic Zip HHI
502.79
Fdic Zip Top Bank Share Pct
10.69
Fdic Zip Year
2025
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI77,327
Returns6,140
Stub 2
AGI208,392
Returns5,650
Stub 3
AGI204,411
Returns3,320
Soi Zip Total Business Income
71,941
Soi Zip Total Cap Gains
127,279
Soi Zip Total Dividends
56,497
Soi Zip Total Returns
23,760
Top Owner CRD
5526985

People (1)

1
IAN MACLEOD BACHTEL
Direct Owner · 87.5%
5526985