DNA Wealth Management LLC
RIAState Registered
Total AUM
$21.9M
Discretionary
$21.9M
100% of AUM
Avg account
$219K
Accounts
100
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 305791
- Website
- dnawealthmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.42%
- Individuals27.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
DNA Wealth Management LLC is an independent, individual-owned registered investment adviser focused on serving individual and family clients and small businesses. The firm provides financial planning and discretionary portfolio management and charges clients via a mix of AUM fees, hourly rates, and fixed fees. It does not position itself as a capital allocator, is not identified as an active ESG investor, and is not described as a multi-state adviser.
Assets & Accounts
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
- US Government Bonds60%
- Exchange Traded Equities20%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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