DHL Wealth Management LLC

RIAState 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 an independent limited liability advisory firm that serves individual and family clients. The firm is state-registered in California, Florida and Texas and is organized as a domestic entity with individual ownership. Its fee arrangements combine percentage-of-AUM billing and fixed fees. DHL describes itself as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. The firm notes an affiliation with an insurance company and does not identify as an active ESG investor.