DHL Wealth Management LLC

RIASEC Registered

Total AUM

$7.5M

Discretionary

$7.5M

100% of AUM

Avg account

$141K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Richardson, Texas
CRD number: 325335
Website: www.dhlwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals72.48%
HNWI27.52%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

DHL Wealth Management LLC is a small, independently operated registered investment adviser organized as an LLC and positioned to serve individual and family clients. The firm acts as a capital allocator and charges both a percentage-of-AUM fee and fixed fees. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars or workshops. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor or a multi-state adviser. Service delivery appears oriented toward customized, advisor-driven relationships rather than institutional or retirement-plan consulting. The combination of fee types, insurance affiliation, and use of annuity products suggests an emphasis on integrating investment management with insurance-based solutions where appropriate.