SourcingSourcing

ESSENTIAL INVESTMENT PARTNERS, LLC

B59
CRD 149509·SEC 801-70121·ENGLEWOOD, CO
AUM
$223.0M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$669K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ESSENTIAL INVESTMENT PARTNERS, LLC
CRD
149509
SEC file #
801-70121
EIN
—
DBA names
—

Economics

AUM
$223.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$130.7M → $223.0M▲ +71%
Client mix
Individuals High Net Worth54
Individuals Other23
Charitable Organizations2

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
ENGLEWOOD CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/1174377/admin(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ESSENTIAL ADVISERS, INC.
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
ESSENTIAL ADVISERS, INC.
MAURER & ASSOCIATES CAPITAL
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
social_url_excluded:linkedin.com

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 (8)

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
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
ZESCHIN, JONATHAN, FREDERICK
IAR · Executive Officer · 2.5%
1440991
HAINES, MICHAEL, KENNETH
IAR · Executive Officer · 2.5%
2005250
SUMNER, KELLY, ANN
Executive Officer · 2.5%
6499366