SourcingSourcing

LANDAAS & COMPANY, LLC

C24
CRD 47487·SEC 801-45055·MILWAUKEE, WI
AUM
$1.93B
$1B+
Est. Revenue
$19.3M
@ 1% on AUM
Est. EBITDA
$5.8M
@ 30% margin
Est. Deal Value
$46.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LANDAAS & COMPANY, LLC
CRD
47487
SEC file #
801-45055
EIN
—
DBA names
Landaas & Company

Economics

AUM
$1.93B
AUM band
$1B+
AUM trajectory
'20'26
$980.8M → $1.93B▲ +96%
Client mix
Individuals Other1,183
Individuals High Net Worth617
Charitable Organizations3
Corporations1

Operations

Employees (total)
27
Advisory staff (per ADV)
21
Advisory staff (5-yr trend)
'20'26
24 advisors → 21 advisors▼ -12%
Primary office
MILWAUKEE WI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMHourly chargesCommissions

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
twitter.com/_money_talk(social)

Compliance

Disclosures (firm)
4
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NEESE, LAUREN ELIZABETH
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
7
Control Persons
NEESE, LAUREN ELIZABETH
NEESE, REUBEN TAIT
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
fallback_guess:landaas.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
15,844
Form 5500 Compensation Trajectory 3y
202515,844
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
15,844
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
24
Bc Firm Active IA Count
19
Bc Firm IAR Count
24
Custodian Candidates
Full
Charles Schwab6
Pershing4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4653462
Trust Company Affiliate
No

People (25)

25
NEESE, REUBEN TAIT
IAR · Direct Owner · 37.5%
5509932
NEESE, LAUREN ELIZABETH
IAR · Direct Owner · 37.5%
4653462
TETTING, KYLE ARTHUR
IAR · Direct Owner · 7.5%
5579589
LANDAAS, ROBERT WILLIAM
IAR · Executive Officer · 2.5%
818449
SADZEWICZ, GERY, JOSEPH
IAR · Executive Officer · 2.5%
1090963
THOMAS EDWARD SHEA
Executive Officer · 2.5%
2299633
DEBRA MARY WISNIEWSKI RYBICKI
IAR
719235
LINDA R HAGER
IAR
4465035
MICHAEL D HOELZL
IAR
6097818
ADAM JAMES BALEY
IAR
4667546
Patrice E Gentile
IAR
7675058
JASON MATTHEW SCUGLIK
IAR
6463800
Ryan James Baker
IAR
7251474
KENDALL T BAUER
IAR
6314689
ARTHUR STANLEY ROTHSCHILD
IAR
2153175
STEVEN ROBERT GILES
IAR
4199321
DAVID GEORGE SANDSTROM
IAR
6148796
Blake Anthony Miller
IAR
7579632
Ryan Douglas Hoffman
IAR
7773247
THOMAS MICHAEL PAPPENFUS
IAR
5053387
John Joseph Sandstrom
IAR
7435185
Robyn T Abel
IAR
6857150
Douglas Milan Sichmeller
IAR
7057029
Thomas Booth
IAR
7265668
Jack Gloss
IAR
6864812