DVB Private Wealth

Overview

DVB Private Wealth is organized as a limited liability company and is registered with the SEC in 2026. The firm indicates an ownership structure involving both a domestic entity and an individual. It charges clients using a combination of percentage-of-assets and fixed fees and characterizes itself as a newly formed adviser. Stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The regulatory snapshot flags the firm as not active in ESG investing, not a multi-state adviser, not a capital allocator, and not a related adviser. The firm’s public-facing service list names pension consulting among its offerings, while the regulatory flags mark it as not a pension consultant; those two points coexist in the available records. There is no client-type breakdown or client-base description in the provided data.

Assets & Accounts