Detterbeck Wealth Management
Firm details
- Headquarters
- Palatine, Illinois
- CRD number
- 111594
- Registered since
- May 8, 2017
- Website
- dwmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.1%
- Individuals10.9%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Detterbeck Wealth Management is an independent registered investment adviser that began SEC registration in 2017 and is owned by an individual. The firm combines accounting activities with advisory work and focuses on individuals and families. Its advisory services center on financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor and is not described as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- US Government Bonds5%
- Exchange Traded Equities4%
- Cash & Cash Equivalents4%
- Other2%
Contacts
3 of 3
Brett Detterbeck
Wealth ManagerCRD 2474237
Parker Ring
Wealth ManagerCRD 8235946
Lester Detterbeck
Wealth ManagerCRD 1557457
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Palatine, IL
Cook
Location
Palatine, IL
Headquartered in Palatine, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 110 N Brockway St
- Time zone
- CT (UTC-6)
- Office locations
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