DPC Wealth Advisory Services, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
5
Advisory reps
5

Firm details

Headquarters
Tacoma, Washington
CRD number
305230
Website
dpcpa.com
Fee structure
Other

Firm profile

FINTRX

Overview

DPC Wealth Advisory Services, LLC is an independent registered advisory firm organized as a limited liability company and registered at the state level in Washington. Ownership is held by an individual and the firm reports a fee structure classified as "other." The firm does not identify as an ESG investor, does not act as a capital allocator, and is not positioned as a multi-state or pension consultant adviser. FINTRX records an industry affiliation with accountants.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Jason Kors

    Jason Kors

    President, Chief Executive OfficerCRD 7217560

Contacts

3 of 4
  • Zach Parsons

    Financial AdvisorCRD 7178243

  • Terry Cronk

    Terry Cronk

    ShareholderCRD 7217564

  • Ed Ramos

    Ed Ramos

    ShareholderCRD 7217567

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Tacoma, WA

Pierce

Location

Tacoma, WA

Headquartered in Tacoma, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
Pierce
Address
1940 E D St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth