DPC WEALTH ADVISORY SERVICES, LLC.
Firm details
- Headquarters
- TACOMA, Washington
- CRD number
- 305230
- Website
- dpcpa.com
- Fee structure
- Other
Firm profile
FINTRXOverview
DPC Wealth Advisory Services, LLC is organized as a limited liability company under individual ownership. Public records in the dataset do not disclose an SEC registration year. The firm is classified as unclassified in the source file and does not present itself as a capital allocator or as a multi-state adviser. Its fee structure is listed as "other," and there are no specific advisory activities or client segments detailed in the available data. The firm is not identified as an active ESG investor, does not act as a pension consultant, and is not flagged as a related adviser. An industry affiliation with an accountant is noted.
Assets & Accounts
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
Owners & executives
1 of 1Jason Kors
President, Chief Executive OfficerCRD 7217560
Contacts
3 of 4Bryce Comfort
ShareholderCRD 7276185
Terry Cronk
ShareholderCRD 7217564
Zach Parsons
Financial AdvisorCRD 7178243
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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