SourcingSourcing

FIRST SOURCE INVESTMENT PARTNERS, LLC

C39
CRD 322893·SEC 801-126595·LONE TREE, CO
AUM
$154.0M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$462K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FIRST SOURCE INVESTMENT PARTNERS, LLC
CRD
322893
SEC file #
801-126595
EIN
—
DBA names
Tier One Wealth Management

Economics

AUM
$154.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$125.1M → $154.0M▲ +23%
Client mix
Individuals Other158
Individuals High Net Worth60
Pension Profit Sharing Plans2

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
3 advisors → 3 advisors▬ 0%
Primary office
LONE TREE CO
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
tieronewm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DEXTER, GREGORY, ALLEN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DEXTER, GREGORY, ALLEN
JETT, GARRET, THOMAS
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
ok
Rdap Domain
TIERONEWM.COM
Rdap Domain Creation Date
2022-08-17T20:02:56Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
pair Networks, Inc. d/b/a pair Domains

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 (14)

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
Fidelity4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-08-17T20:02:56Z
Rdap Domain Last Changed
2026-02-02T16:01:26Z
Rdap Nameservers
Ns5.pairnic.comNs6.pairnic.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Active
Top Owner CRD
1467645
Trust Company Affiliate
No

People (3)

3
DEXTER, GREGORY, ALLEN
IAR · Direct Owner · 62.5%
1467645
JETT, GARRET, THOMAS
IAR · Direct Owner · 62.5%
2908427
KEVIN ROBERT ENGLAND
IAR
5558271