RICHMOND INVESTMENT SERVICES LLC
B54
CRD 327451·SEC 801-129477·MEQUON, WI
AUM
$453.2M
$100M-$500M
Est. Revenue
$4.5M
@ 1% on AUM
Est. EBITDA
$1.4M
@ 30% margin
Est. Deal Value
$10.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 484 |
| Individuals High Net Worth | 393 |
| Charitable Organizations | 7 |
| Corporations | 4 |
| Pension Profit Sharing Plans | 2 |
Operations
Advisory staff (5-yr trend)
'25 · 13 advisors
'26 · 13 advisors
'25'26
13 advisors → 13 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (18)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
7702 W MEQUON RDMEQUON, WI 53097
Business
7702 W MEQUON RDMEQUON, WI 53097
Edgar Recent Filings
13F-HR2026-04-29 · 0002085853-26-000531
13F-HR2026-02-12 · 0002085853-26-000262
Soi Zip Distribution
Stub 1
| AGI | 5,691 |
| Returns | 560 |
Stub 2
| AGI | 12,045 |
| Returns | 320 |
Stub 3
| AGI | 17,488 |
| Returns | 280 |