DWV ADVISORS, LLC

RIASEC RegisteredEst. 2012
Total AUM
$157M
Discretionary
$157M
100% of AUM
Avg account
$2.8M
Accounts
55
Employees
1
Advisory reps
1

Firm details

Headquarters
ESSEX JUNCTION, Vermont
CRD number
154148
Registered since
June 14, 2012
Custodians
TRUST COMPANY, FIDUCIARY TRUST, INTERACTIVE BROKERS LLC, US TRUST
Fee structure
Percentage of AUM
Client types
  • HNWI96.25%
  • Individuals3.75%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

DWV Advisors, LLC is an independent registered investment adviser formed in 2012 and owned by an individual principal. The firm focuses on advising individuals and families and manages client relationships on a percentage-of-assets fee basis. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of outside advisers. DWV identifies itself as a capital allocator and does not characterize itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 34%, Other 20%, Cash & Cash Equivalents 13%, Public Funds/Mutual Funds 12%, US Government Bonds 10%, Investment Grade Corp Bonds 8%, Private Funds 3%34%
  • Exchange Traded Equities34%
  • Other20%
  • Cash & Cash Equivalents13%
  • Public Funds/Mutual Funds12%
  • US Government Bonds10%

Contacts

1 of 1
  • DENNIS VOIGT

    President & OwnerCRD 5813766

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

ESSEX JUNCTION, VT

CHITTENDEN

Location

ESSEX JUNCTION, VT

Headquartered in ESSEX JUNCTION, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.

Metro area
Burlington-South Burlington-Barre, VT
Region
Northeast
County
CHITTENDEN
Address
76 Pearl St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth