Dubois Wealth Management, LLC

Overview

Dubois Wealth Management, LLC is a small, independent registered investment adviser operating as a limited liability company and serving individual and family clients. The firm bills on a percentage-of-assets and fixed-fee basis and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The adviser describes itself as a capital allocator and shows a clear tilt toward equity exposures, implementing client strategies primarily through separately managed and exchange‑traded vehicles rather than pooled products. Dubois is not an active ESG investor, is not structured as a multi‑state adviser, and does not position itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices