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HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

SCOTTSDALE, AZ · CRD 169045 · IAPD ↗ · 602-604-0600

$277.4MRegulatory AUM
16Advisory reps
25Employees
0Clients
More than 500Planning clients
0Private funds
38States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2026 — HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS (SCOTTSDALE, AZ) left the SEC roster (was $277.4M RAUM, 16 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2025 — HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS reports More than 500 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
28
December 2024 — HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS changed its website from billsydor.com to atlwm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
48
December 2024 — HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS reported RAUM down 78% ($1.31B -> $287.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
53
December 2024 — HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS shrank from 41 to 17 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
30
October 2024 — HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS changed its website from atlwm.com to billsydor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
July 2024 — HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS changed its website from billsydor.com to atlwm.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
30
April 2024 — HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS changed its website from householdergroupofdenver.com to billsydor.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
77
April 2024 — HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS grew from 43 to 50 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.