SourcingSourcing

DILLOW WEALTH MANAGEMENT LLC

B54
CRD 313192·SEC 801-120686·OAK BROOK, IL
AUM
$106.3M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$319K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DILLOW WEALTH MANAGEMENT LLC
CRD
313192
SEC file #
801-120686
EIN
—
DBA names
—

Economics

AUM
$106.3M
AUM band
$100M-$500M
AUM trajectory
'22'26
$103.0M → $106.3M▲ +3%
Client mix
Individuals High Net Worth14
Individuals Other4

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
1 advisors → 1 advisors▬ 0%
Primary office
OAK BROOK IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
linkedin.com/in/tim-dillow-cfp%c2%ae-91950123(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PBF WEALTH LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
PBF WEALTH LLC
DILLOW, TIMOTHY, LOUIS
Solo Advisor Indicator
Yes
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

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
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (2)

2
DILLOW, TIMOTHY, LOUIS
IAR · Executive Officer · 2.5%
4642786
Ian Peter Dillow
IAR
8231816