Dumont Wealth

RIAState Registered

Total AUM

$12.9M

Discretionary

$12.9M

100% of AUM

Avg account

$443K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 291981
Registered since: February 8, 2018
Website: www.dumontwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.65%
Individuals21.35%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Dumont Wealth is an independent, owner-operated limited liability company that provides financial planning and portfolio management to individuals and families. The firm offers a mix of fee arrangements — percentage of assets under management, hourly charges, and fixed fees — and includes selection of other advisers as a service, reflecting a capital allocator role. Dumont Wealth is state-registered in Florida and New York and does not position itself as an ESG-focused manager.