THE DOWLING GROUP WEALTH MANAGEMENT

Overview

The Dowling Group Wealth Management is an independent registered investment adviser that functions as an active capital allocator for both individual & family and institutional clients. SEC registration was established in 2024 and the firm combines portfolio management and financial planning for individuals and small businesses with a hands-on role in selecting third-party advisers. Filings indicate a clear preference for exchange-traded equities as the foundation of client portfolios, supplemented by targeted allocations to alternative strategies and insurance-based products. The firm’s business activities — listed as real estate broker, insurance broker and accountant — give it additional capabilities to source or advise on real assets and insurance solutions alongside liquid securities. Fee arrangements are flexible: the firm charges a percentage of AUM and also offers hourly and fixed-fee engagements. The adviser is not positioned as an ESG investor, is not multi-state in its registration profile, and identifies as an individually owned independent RIA rather than part of a network or related-adviser structure.

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Public Holdings

Investments & Alternatives

Location & Offices