SourcingSourcing

PANORAMA WEALTH ADVISORS

B57
CRD 324199·SEC 801-127465·GREENWOOD VILLAGE, CO
AUM
$133.7M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$401K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PANORAMA WEALTH ADVISORS
CRD
324199
SEC file #
801-127465
EIN
000000000
DBA names
—

Economics

AUM
$133.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$115.1M → $133.7M▲ +16%
Client mix
Individuals Other161
Individuals High Net Worth39

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
3 advisors → 2 advisors▼ -33%
Primary office
GREENWOOD VILLAGE CO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
pwa.llc

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JARMAN, BRYAN, SCOTT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
JARMAN, BRYAN, SCOTT
MACDONALD, KENNETH, Laird
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
pwa.llc
Rdap Domain Creation Date
2019-06-03T22:58:45.909Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001360533
Edgar Registered
Yes
Edgar Filing Count
98
Edgar First Filing Date
2006-04-26
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
86
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001580642-26-003152
Edgar Former Names
Brinker Capital Investments, LLC
CLS Investments, LLC

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
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
17605 WRIGHT STREETOMAHA, NE 68130
Business
17605 WRIGHT STREETOMAHA, NE 68130
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-13 · 0001580642-26-003152
APP WD2026-04-20 · 0001140361-26-015503
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-03T22:58:45.909Z
Rdap Domain Last Changed
2025-07-18T22:59:13.06Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1864229
Trust Company Affiliate
No

People (2)

2
JARMAN, BRYAN, SCOTT
IAR · Direct Owner · 62.5%
1864229
MACDONALD, KENNETH, Laird
IAR · Direct Owner · 62.5%
4587179