DILLOW WEALTH MANAGEMENT LLC

Overview

Dillow Wealth Management LLC is an independent registered investment adviser operating as an LLC and registered with the SEC in 2021. The firm serves individual and family clients and positions itself as a capital allocator and portfolio manager rather than a transactional brokerage. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers when outside managers or specialist managers are needed. Investment activity is equity‑driven: exchange‑traded equities are the single largest asset type on the books, and the firm’s stated preference is equities. Fee arrangements are a mix of percentage‑of‑AUM and fixed fees. Dillow Wealth does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm’s role as a capital allocator and its service to high‑net‑worth households signal a focus on constructing managed portfolios that can include outside manager solutions when appropriate.

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Public Holdings

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Location & Offices