DS WEALTH ADVISORS, INC.

Overview

DS Wealth Advisors, Inc. is an independent registered investment advisor that serves both individual and family clients as well as institutional relationships. The firm combines fee-based portfolio management and financial planning with complementary business activities as an insurance broker and accountant, which suggests an advisory model that blends investment advice with tax and insurance coordination. Fee arrangements include a percentage of assets under management and hourly billing, indicating they work with both ongoing advisory relationships and project-oriented planning clients. Investment activity shows a clear preference for liquid equity exposure: the firm’s portfolio mix is heavily tilted toward exchange-traded equities. That positioning implies a manager allocation focus on publicly traded stocks and ETFs rather than large allocations to private funds. DS Wealth Advisors does, however, access third-party alternative strategies—specifically real estate, commodities and oil & gas—alongside mutual fund holdings, giving advisors the ability to layer non-correlated exposures into client portfolios when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices