WHITWELL & CO, LLC
B58
CRD 331958·SEC 801-131151
AUM
$116.8M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$350K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 256 |
| Individuals High Net Worth | 56 |
| Corporations | 17 |
| Pension Profit Sharing Plans | 6 |
| Charitable Organizations | 2 |
Operations
Advisory staff (5-yr trend)
'25 · 6 advisors
'26 · 6 advisors
'25'26
6 advisors → 6 advisors▬ 0%
Primary office
—
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Filings
ADV-W filed at
—
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
Compliance & brand
All other collected signals (7)
Everything else we've pulled for this record, not yet curated into a section.