DPC Wealth Advisory Services, LLC
Firm details
- Headquarters
- Tacoma, Washington
- CRD number
- 305230
- Website
- dpcpa.com
- Fee structure
- Other
Firm profile
FINTRXOverview
DPC Wealth Advisory Services, LLC is an independent registered advisory firm organized as a limited liability company and registered at the state level in Washington. Ownership is held by an individual and the firm reports a fee structure classified as "other." The firm does not identify as an ESG investor, does not act as a capital allocator, and is not positioned as a multi-state or pension consultant adviser. FINTRX records an industry affiliation with accountants.
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
Owners & executives
1 of 1
Jason Kors
President, Chief Executive OfficerCRD 7217560
Contacts
3 of 4Zach Parsons
Financial AdvisorCRD 7178243

Terry Cronk
ShareholderCRD 7217564

Ed Ramos
ShareholderCRD 7217567
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tacoma, WA
Pierce
Location
Tacoma, WA
Headquartered in Tacoma, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Pierce
- Address
- 1940 E D St
- Time zone
- PT (UTC-8)
- Office locations
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