DG WEALTH

RIASEC Registered

Total AUM

$10.4M

Discretionary

$10.4M

100% of AUM

Avg account

$174K

Accounts

Employees

Advisory reps

Firm details

Headquarters: VENICE, Florida
CRD number: 325150
Custodians: LINCOLN FINANCIAL DISTRIBUTORS, INC., ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals74.7%
HNWI19.14%
Corporations / Businesses6.16%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

DG Wealth is a limited liability company operating as an independent registered investment adviser. The firm is individually owned and serves both individual & family clients and institutional relationships. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Compensation is flexible: DG Wealth charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm reports no active ESG investing and is not set up as a multi-state adviser. An industry affiliation with an insurance company is noted, and the firm does not identify itself as a capital allocator or part of a related-adviser structure.