DLC Wealth Management
RIASEC Registered
Total AUM
$2.7M
Discretionary
$2.7M
100% of AUM
Avg account
$104K
Accounts
26
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 330170
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
DLC Wealth Management is organized as a limited liability company and owned by an individual. The firm focuses on portfolio management for individuals and small businesses, charging fees as a percentage of assets under management. Its client base consists primarily of individual and family investors. The firm does not identify as an active ESG investor and is not described as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents13%
Owners & executives
2 of 2Dakar De La Cruz
Chief Strategy OfficerCRD 7880101
William De La Cruz
Chief Executive OfficerCRD 7877899
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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