DG Wealth

Overview

DG Wealth is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its fee arrangements include percentage-of-AUM charges as well as hourly and fixed-fee engagements. DG Wealth is not positioned as a capital allocator, does not identify as an active ESG investor, and is not a multi-state or pension consulting adviser. The firm lists an industry affiliation with an insurance company, which aligns with its use of annuity products alongside traditional investments. DG Wealth appears focused on advisory and planning services rather than deploying third-party alternative fund managers on a large scale.

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Location & Offices