SourcingSourcing

BINNACLE INVESTMENTS, INC.

C27
CRD 313185·SEC 801-120747·URBANDALE, IA
AUM
$264.1M
$100M-$500M
Est. Revenue
$2.6M
@ 1% on AUM
Est. EBITDA
$792K
@ 30% margin
Est. Deal Value
$6.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BINNACLE INVESTMENTS, INC.
CRD
313185
SEC file #
801-120747
EIN
208592667
DBA names
Wilon Wealth Management

Economics

AUM
$264.1M
AUM band
$100M-$500M
AUM trajectory
'22'26
$145.0M → $264.1M▲ +82%
Client mix
Individuals Other220
Individuals High Net Worth130
Charitable Organizations4

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'22'26
4 advisors → 5 advisors▲ +25%
Primary office
URBANDALE IA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
linkedin.com/company/1373095(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ONSTOT, MATTHEW, SCOTT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ONSTOT, MATTHEW, SCOTT
WILTSE, JASON, PAUL
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002060308
Edgar Registered
Yes
Edgar Filing Count
6
Edgar First Filing Date
2025-05-14
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
3
Edgar 13f Latest AUM Estimate
Filing Date2025-11-14
Accession0002060308-25-000005

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2727
Soi Zip Pct 200k Plus
0.0623
Soi Zip Returns 200k Plus
980
Soi Zip Total AGI
1,313,828
Fdic Zip Total Deposits
20,407,519,000
Fdic Zip Branch Count
358
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
2400 86TH STREETSUITE 32URBANDALE, IA 50322
Business
2400 86TH STREETSUITE 32URBANDALE, IA 50322
Edgar EIN
208592667
Edgar Recent Filings
13F-NT2026-04-27 · 0002060308-26-000002
13F-NT2026-02-25 · 0002060308-26-000001
Fdic Zip Branches Raw
Hawkeye Bank of Des MoinesDes Moines, IA
Hawkeye Bank of Des MoinesUrbandale, IA
Fdic Zip HHI
1069.33
Fdic Zip Top Bank Share Pct
21.56
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI42,414
Returns3,360
Stub 2
AGI130,669
Returns3,500
Stub 3
AGI168,967
Returns2,740
Soi Zip Total Business Income
36,645
Soi Zip Total Cap Gains
40,027
Soi Zip Total Dividends
32,861
Soi Zip Total Returns
15,730
Top Owner CRD
4862687
Trust Company Affiliate
No

People (5)

5
WILTSE, JASON, PAUL
IAR · Direct Owner · 62.5%
4930051
ONSTOT, MATTHEW, SCOTT
IAR · Direct Owner · 62.5%
4862687
BRIAN LEE BLANKENBURG
IAR
6035717
DRAKE MATTHEW ELLGREN
IAR
8029674
Connor Austin Peck
IAR
7292715