SourcingSourcing

EN ENTERPRISES, LLC

C49
CRD 337964·SEC 801-134759·NORTH LIBERTY, IA
AUM
$142.7M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$428K
@ 30% margin
Est. Deal Value
$3.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
EN ENTERPRISES, LLC
CRD
337964
SEC file #
801-134759
EIN
—
DBA names
Lane Family Wealth Management

Economics

AUM
$142.7M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other149
Individuals High Net Worth53

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
NORTH LIBERTY IA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
lanefamilywm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SENKYR, DAVID, PATRICK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SENKYR, DAVID, PATRICK
BAEDKE, REBECCA, ANN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
LANEFAMILYWM.COM
Rdap Domain Creation Date
2018-05-24T01:26:03Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
eNom, LLC

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
0.3178
Soi Zip Pct 200k Plus
0.0848
Soi Zip Returns 200k Plus
910
Soi Zip Total AGI
1,014,753
Fdic Zip Total Deposits
5,609,254,000
Fdic Zip Branch Count
121
Fdic Zip Top Banks
Hills Bank and Trust Company
Great Western Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Hills Bank and Trust CompanyNorth Liberty, IA
Hills Bank and Trust CompanyNorth Liberty, IA
Fdic Zip HHI
3295.01
Fdic Zip Top Bank Share Pct
52.82
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-24T01:26:03Z
Rdap Domain Last Changed
2026-04-25T06:20:04Z
Rdap Nameservers
Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI26,327
Returns2,080
Stub 2
AGI81,133
Returns2,150
Stub 3
AGI114,632
Returns1,850
Soi Zip Total Business Income
27,468
Soi Zip Total Cap Gains
25,734
Soi Zip Total Dividends
14,312
Soi Zip Total Returns
10,730
Top Owner CRD
4311689
Trust Company Affiliate
No

People (2)

2
SENKYR, DAVID, PATRICK
IAR · Direct Owner · 87.5%
4311689
REBECCA ANN BAEDKE
Executive Officer · 2.5%
4055455