Dragonfly Wealth Advisory
Firm details
- Headquarters
- Concord, New Hampshire
- CRD number
- 343225
- Fee structure
- Percentage of AUM
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dragonfly Wealth Advisory is a New Hampshire–based limited liability company that provides financial planning and portfolio management primarily for individuals and small businesses. The firm is owned by an individual and operates under a percentage-of-AUM fee model. It is classified as Unclassified in the source data, is not set up as a capital allocator, and does not identify as an active ESG investor. Dragonfly Wealth Advisory is registered at the state level in New Hampshire and is not listed as a multistate adviser or pension consultant.
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
Contacts
1 of 1
Natalya Pearl
Founder and Managing MemberCRD 5860867
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Concord, NH
Merrimack
Location
Concord, NH
Headquartered in Concord, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Merrimack
- Address
- 20 Foundry St
- Time zone
- ET (UTC-5)
- Office locations
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