Dorsey Wealth Management, LLC
Firm details
- Headquarters
- Torrance, California
- CRD number
- 158752
- Website
- dorseywealth.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.47%
- Individuals26.53%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Dorsey Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients plus small-business owners. The firm’s advisory services center on financial planning and discretionary portfolio management, and it charges clients through a mix of AUM-based fees, hourly billing and fixed-fee engagements. Dorsey does not describe itself as an active ESG investor, and it is not structured as a multi-state or related adviser; it also does not position itself as a capital allocator.
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
- Public Funds/Mutual Funds60%
- Exchange Traded Equities19%
- Cash & Cash Equivalents14%
- Investment Grade Corp Bonds7%
Contacts
1 of 1
Angela Dorsey
FounderCRD 5967957
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Torrance, CA
Los Angeles
Location
Torrance, CA
Headquartered in Torrance, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 21250 Hawthorne Blvd
- Time zone
- PT (UTC-8)
- Office locations
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