SourcingSourcing

FIRST WASHINGTON CORPORATION

C44
CRD 6681·SEC 801-66192·SEATTLE, WA
AUM
$501.2M
$500M-$1B
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIRST WASHINGTON CORPORATION
CRD
6681
SEC file #
801-66192
EIN
910288295
DBA names
—

Economics

AUM
$501.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$292.1M → $501.2M▲ +72%
Client mix
Individuals High Net Worth22
Charitable Organizations3
Individuals Other2
Corporations2

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
12/18/2025
ADV-W filed at
—
Website
first-wash.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LEWIS INVESTORS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
LEWIS INVESTORS, LLC
LEWIS, DAVID DIXON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FIRST-WASH.COM
Rdap Domain Creation Date
1999-12-02T20:31:28Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001390043
Edgar Registered
Yes
Edgar Filing Count
84
Edgar First Filing Date
2008-02-14
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
78
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001390043-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5875
Soi Zip Pct 200k Plus
0.284
Soi Zip Returns 200k Plus
3,780
Soi Zip Total AGI
2,573,135
Fdic Zip Total Deposits
14,139,028,000
Fdic Zip Branch Count
200
Fdic Zip Top Banks
Bank of America, National Association
Sound Community Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
U.s. Bank1
Edgar Addresses
Mailing
2001 6TH AVE STE 3400SEATTLE, WA 98121
Business
2001 6TH AVE STE 3400SEATTLE, WA 98121
Edgar EIN
910288295
Edgar Recent Filings
13F-HR2026-05-14 · 0001390043-26-000002
13F-HR2026-02-13 · 0001390043-26-000001
Fdic Zip Branches Raw
Key Bank of WashingtonSeattle, WA
U.S. Bank of Washington, National AssociationSeattle, WA
Fdic Zip HHI
1248.64
Fdic Zip Top Bank Share Pct
19.84
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-02T20:31:28Z
Rdap Domain Last Changed
2025-10-03T06:14:58Z
Rdap Nameservers
Ns1.erado.netNs2.erado.netNs3.erado.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI15,384
Returns1,210
Stub 2
AGI56,612
Returns1,500
Stub 3
AGI94,862
Returns1,520
Soi Zip Total Business Income
42,176
Soi Zip Total Cap Gains
214,797
Soi Zip Total Dividends
70,807
Soi Zip Total Returns
13,310
Trust Company Affiliate
No

People (4)

4
LEWIS, DAVID DIXON
IAR · Executive Officer · 2.5%
1004661
MCINTYRE, TERESA ANN
Executive Officer · 2.5%
1697791
JOHN PHILLIP MORBECK
IAR
339632
BRANDER LEE RICHMOND
IAR
6310433