DLB Wealth Advisors LLC

Overview

DLB Wealth Advisors LLC is a small, independent registered investment adviser organized as a limited liability company that focuses on serving individual and family clients. The firm’s business model centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include a combination of percentage-of-AUM, hourly charges and fixed fees, which supports both ongoing portfolio oversight and project-based planning work. Investment activity is skewed toward publicly traded equities: the firm reports a strong preference for exchange-traded instruments and manages most client assets on a discretionary basis. The firm lists an accounting professional affiliation, suggesting tax-aware or coordinated planning work alongside investment management. DLB Wealth Advisors does not position itself as an active ESG investor and does not advertise multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices