DFW Wealthcare Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 288954
- Custodians
- PERSHING LLC, AXOS ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.46%
- Individuals32.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
DFW Wealthcare Advisors, LLC is a small, independently owned registered investment adviser that focuses on serving individual and family clients. The firm combines fee-based advisory services with insurance brokerage activities and acts as a capital allocator, selecting third‑party managers where appropriate. Its client-facing services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers; its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not an active ESG investor and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Public Funds/Mutual Funds11%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Bradford Sylve
Principal & OwnerCRD 2385495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations