Daline Wealth Management, LLC

Overview

Daline Wealth Management, LLC is a small, limited liability company that operates as an SEC-registered advisory firm (registration year not listed in available records). Publicly available information classifies the firm as "unclassified" rather than fitting a standard RIA archetype; it identifies itself as a capital allocator, which suggests the firm constructs or directs portfolios rather than acting solely as a broker or transactional intermediary. The firm charges fees on a percentage-of-assets basis and also uses hourly and fixed-fee billing for some services. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers — indicating a manager-selection or manager-of-managers capability in addition to direct portfolio management. Daline Wealth Management is not flagged as an active ESG investor, is not listed as a multi-state adviser, and is not marked as a pension consultant or related adviser in the provided data. Available records do not disclose client counts or assets under management.