SourcingSourcing

FLINT WEALTH MANAGEMENT, LLC

C20
CRD 297303·PLAINFIELD, IL
AUM
—
Est. Revenue
—
@ 1% on AUM
Est. EBITDA
—
@ 30% margin
Est. Deal Value
—
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FLINT WEALTH MANAGEMENT, LLC
CRD
297303
SEC file #
—
EIN
—
DBA names
Flint Wealth Management, Llc

Economics

AUM
—
AUM band
—
AUM trajectory
—
Client mix
—

Operations

Employees (total)
—
Advisory staff (per ADV)
—
Advisory staff (5-yr trend)
—
Primary office
PLAINFIELD IL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
—
Fee basis
—

Filings

Latest ADV filing
—
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
—
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SADZEWICZ, GERY, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SADZEWICZ, GERY, JOSEPH
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3109
Soi Zip Pct 200k Plus
0.0587
Soi Zip Returns 200k Plus
1,380
Soi Zip Total AGI
1,910,865
Fdic Zip Total Deposits
3,961,028,000
Fdic Zip Branch Count
78
Fdic Zip Top Banks
PNC Bank, National Association
BMO Harris Bank National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Harris National AssociationPlainfield, IL
Mid America Bank, FSBPlainfield, IL
Fdic Zip HHI
1690.74
Fdic Zip Top Bank Share Pct
26.42
Fdic Zip Year
2025
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI71,012
Returns5,740
Stub 2
AGI163,936
Returns4,430
Stub 3
AGI200,266
Returns3,240
Soi Zip Total Business Income
28,870
Soi Zip Total Cap Gains
22,198
Soi Zip Total Dividends
10,465
Soi Zip Total Returns
23,510
Top Owner CRD
1090963

People (1)

1
SADZEWICZ, GERY, JOSEPH
Direct Owner · 87.5%
1090963