SourcingSourcing

PFW ADVISORS, LLC

B64
CRD 325119·SEC 801-127980·ATLANTA, GA
AUM
$393.2M
$100M-$500M
Est. Revenue
$3.9M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PFW ADVISORS, LLC
CRD
325119
SEC file #
801-127980
EIN
464031951
DBA names
Private Family Wealth Advisors

Economics

AUM
$393.2M
AUM band
$100M-$500M
AUM trajectory
'25'26
$385.9M → $393.2M▲ +2%
Client mix
Individuals High Net Worth74
Individuals Other64

Operations

Employees (total)
4
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
2 advisors → 1 advisors▼ -50%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/20/2026
ADV-W filed at
—
Website
linkedin.com/company/pfw-advisors-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MACKENZIE, SCOTT, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MACKENZIE, SCOTT, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
0001989744
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2023-08-14
Edgar Last Filing Date
2026-04-10
Edgar 13f Count
12
Edgar 13f Latest AUM Estimate
Filing Date2026-04-10
Accession0001989744-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
Edgar Addresses
Mailing
3350 RIVERWOOD PARKWAYSUITE 650ATLANTA, GA 30339
Business
3350 RIVERWOOD PARKWAYSUITE 650ATLANTA, GA 30339
Edgar EIN
464031951
Edgar Recent Filings
13F-HR2026-04-10 · 0001989744-26-000002
13F-HR2026-01-12 · 0001989744-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2265519
Trust Company Affiliate
No

People (2)

2
MACKENZIE, SCOTT, ROBERT
IAR · Direct Owner · 87.5%
2265519
Thomas Elliott Hedleston Healy
IAR
7883590