DORSEY GROOMES WEALTH MANAGEMENT

Overview

Dorsey Groomes Wealth Management is a small, independent registered investment adviser focused on serving individual and family clients. The firm runs a boutique advisory practice with an emphasis on financial planning and discretionary portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. Its fee model is flexible, combining AUM-based fees with hourly and flat-fee arrangements, which suits clients seeking either ongoing portfolio oversight or project-based planning work. Investment activity centers on equity exposure: the firm lists exchange-traded equities as its primary holding type and expresses a general preference for equities in portfolio construction. Given the firm’s size and client base, strategies are likely implemented with a practical, cost-aware mindset—using liquid equity instruments for core allocations while layering in targeted alternative exposures where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices