DPC WEALTH ADVISORY SERVICES, LLC.

RIASEC 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 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

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

    President, Chief Executive OfficerCRD 7217560

Contacts

3 of 4
  • Bryce Comfort

    ShareholderCRD 7276185

  • Terry Cronk

    ShareholderCRD 7217564

  • Zach Parsons

    Financial AdvisorCRD 7178243

Unlock 1 more contacts

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