DVB Private Wealth

Overview

DVB Private Wealth LLC is an independent registered investment adviser that began its SEC registration in 2026. The firm serves individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Ownership is listed as a combination of a domestic entity and an individual. DVB Private Wealth charges both percentage-of-AUM and fixed fees and is not positioned as a capital allocator; instead it relies on third‑party managers for alternative exposures. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices