Dublin Wealth Management, Inc.
RIASEC Registered
Total AUM
$15.6M
Discretionary
$15.6M
100% of AUM
Avg account
$557K
Accounts
28
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 153475
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.64%
- Individuals29.36%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dublin Wealth Management, Inc. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a client base that includes individuals and families, employing a fee structure that encompasses a percentage of assets under management, hourly charges, and fixed fees. While the firm is not categorized as an active ESG investor, it engages in various investment activities that align with the needs of its clients.
Assets & Accounts
Public Holdings
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
Asset composition
- Other75%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
Contacts
1 of 1Kurt Weselius
PresidentCRD 4252915
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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