SourcingSourcing

HEDEKER WEALTH LLC

C39
CRD 124341·SEC 801-61654·LINCOLNSHIRE, IL
AUM
$595.1M
$500M-$1B
Est. Revenue
$6.0M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HEDEKER WEALTH LLC
CRD
124341
SEC file #
801-61654
EIN
352187407
DBA names
—

Economics

AUM
$595.1M
AUM band
$500M-$1B
AUM trajectory
'20'26
$230.7M → $595.1M▲ +158%
Client mix
Individuals High Net Worth109
Individuals Other90
Pooled Investment Vehicles59
Charitable Organizations6

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
LINCOLNSHIRE IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUM

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
linkedin.com/company/hedeker-wealth(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BLUESPRING WEALTH PARTNERS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
BLUESPRING WEALTH PARTNERS, LLC
HEDEKER, DEAN, RICHARD
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
fallback_guess:hedeker.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
21,390
Form 5500 Compensation Trajectory 3y
202521,390
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
21,390
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001633910
Edgar Registered
Yes
Edgar Filing Count
52
Edgar First Filing Date
2015-02-17
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
50
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001172661-26-001655
Edgar Former Names
Hedeker Wealth Management Group, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
ONE OVERLOOK POINTSUITE 610LINCOLNSHIRE, IL 60069
Business
ONE OVERLOOK POINTSUITE 610LINCOLNSHIRE, IL 60069
Edgar EIN
352187407
Edgar Recent Filings
13F-HR2026-05-11 · 0001172661-26-001655
13F-HR2026-01-23 · 0001172661-26-000275
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (6)

6
HEDEKER, DEAN, RICHARD
IAR · Executive Officer · 2.5%
2068563
JOEL VAN BENNETT
Executive Officer · 2.5%
2047878
MARKHAM, LORI, ANN
Executive Officer · 2.5%
7098304
NORWOOD, ROBERT, BREDT
Executive Officer · 2.5%
2536685
YIN, YIN
Executive Officer · 2.5%
3219513
Thomas Murray Ryan
IAR
6708534