DG Wealth

RIAState 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
Website: mydgadvisors.com
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 an owner-operated, independent registered investment adviser organized as an LLC and state-registered in Florida. The firm serves individual and family clients as well as some institutional relationships. Its advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Fees are charged via a mix of asset-based percentages, hourly rates, and fixed-fee engagements. DG Wealth reports an affiliation with an insurance company and does not identify as an active ESG investor.