SourcingSourcing

REACH WEALTH MANAGEMENT LLC

C38
CRD 333710·SEC 801-131955·ST. GEORGE, UT
AUM
$184.7M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$554K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REACH WEALTH MANAGEMENT LLC
CRD
333710
SEC file #
801-131955
EIN
—
DBA names
Statera Wealth Management

Economics

AUM
$184.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$145.0M → $184.7M▲ +27%
Client mix
Individuals Other177
Individuals High Net Worth53

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
ST. GEORGE UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
staterawealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
H & S SERVICES UNLIMITED LLC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
H & S SERVICES UNLIMITED LLC
VERTEX ADVISORY GROUP
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
STATERAWEALTH.COM
Rdap Domain Creation Date
2015-02-12T16:11:40Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

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 (13)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-02-12T16:11:40Z
Rdap Domain Last Changed
2026-02-13T14:13:05Z
Rdap Nameservers
Alla.ns.cloudflare.comIgor.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
HARRIS, DAVID, ORSON
IAR · Executive Officer · 2.5%
5604929
CHRISTENSEN, ANTHONY, JAMES
IAR · Executive Officer · 2.5%
5709608
Daniel Kenneth Barnowsky
IAR
8213467
CAMERON LEON BLAKE
IAR
7035992
JORDAN MICHAEL LINDSAY
IAR
6693819