Balefire Wealth

Financial Services • 14221 Dallas Pkwy, Suite 100, United States • 21-50 Employees

Company overview

Headquarters	14221 Dallas Pkwy, Suite 100, Dallas, Texas 75254, US
Website	balefirewealth.com
NAICS	52
Keywords	Investments, Succession Planning, Wealth Management, Executive Benefits, Financial Planning, Legacy Planning, Insurance & Risk Management, Trust Services, Retirement Solutions, Employee Stock Ownership Plans, Estate & Gift Planning, Financial Wellness Coaching, Key Man Life Insurance, Defined Benefit Plan Services, Personal Cfo Services, Defined Contribution Plan Services, Non-Qualified Plan Management, Philanthropic Design, Tax Exempt Retirement Plan Consulting
Founded	2025
Employees	21-50
Socials

Key Contacts at Balefire Wealth

Emory J. Smith

Executive Director

Travis Busch

Executive Director Of Wealth Advisory

Dan Berve

Director Of Financial Wellness

Mike Bernier

Director Of Mergers & Acquisitions

Sue Marsh

Director Trust And Tax Balefire Wealth

Brian S. Smith

Director Of Financial Planning

Christina Steigauf

Director Of Insurance

Erica Sutphin

Director Of Underwriting

Steven Rutledge

Executive Director Of Insurance Operations

Erin Ovre

Director Of Client Engagement

Balefire Wealth Email Formats

Balefire Wealth uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@balefirewealth.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@balefirewealth.com	100%

About Balefire Wealth

We are a purpose driven firm created by bringing together top advisory teams and forward-thinking professionals with a shared belief: that people deserve better when it comes to their financial lives. We serve individuals, families, business owners, and institutions through a fully integrated platform of services—including wealth management, investment strategy, insurance solutions, retirement plan consulting, and corporate benefits. What sets us apart is our structure. Balefire was intentionally designed to remove silos between teams and create seamless collaboration across disciplines. Our advisors and specialists work as one team—aligned around our clients' goals, values, and long-term vision. Whether we're guiding a family through generational planning or helping a business design a meaningful benefits program, we’re committed to clarity, transparency, and high-touch service. 🔹 Multi-disciplinary expertise 🔹 Institutional-grade investment solutions 🔹 A unified approach across wealth, insurance, and corporate solutions 🔹 Backed by modern technology and integrated support We’re not just another RIA—we’re building a new standard for advice.

Balefire Wealth revenue & valuation

Annual revenue	$3,251,090
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$10,500,000
Total funding	No funding

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Director

Entry

C-Suite

Employees by Department

Balefire Wealth has 19 employees across 6 departments.

Departments

Number of employees

Funding Data

Balefire Wealth has never raised funding before.

Frequently asked questions

Balefire Wealth is located in 14221 Dallas Pkwy, Suite 100, US.

Balefire Wealth was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Balefire Wealth has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.