SourcingSourcing

CHILDFREE WEALTH, LLC

C16
CRD 316489·SEC 801-126460
AUM
$20.7M
<$25M
Est. Revenue
$207K
@ 1% on AUM
Est. EBITDA
$62K
@ 30% margin
Est. Deal Value
$497K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CHILDFREE WEALTH, LLC
CRD
316489
SEC file #
801-126460
EIN
—
DBA names
Childfree Wealth

Economics

AUM
$20.7M
AUM band
<$25M
AUM trajectory
'25'26
$10.0M → $20.7M▲ +107%
Client mix
Individuals High Net Worth10

Operations

Employees (total)
10
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
2 advisors → 4 advisors▲ +100%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
Hourly chargesFixed fees

Filings

Latest ADV filing
01/13/2026
ADV-W filed at
—
Website
linkedin.com/company/live-learn-plan(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHILDFREE ENTERPRISES
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
CHILDFREE ENTERPRISES
HOLLMAN, KINGSTON, MARLAND
Solo Advisor Indicator
No
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 (7)

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
Altruist4
E*trade4
Firm Has Custody
No
Trust Company Affiliate
No

People (5)

5
KINGSTON MARLAND HOLLMAN
Executive Officer · 2.5%
5563826
Fiona Waller
IAR
7971729
JAY ZIGMONT
IAR
7430594
Brianna Conn
IAR
7732017
Andrew Scott Barnes
IAR
4176927