Dumont Wealth

Overview

Dumont Wealth is an independent, limited-liability advisory firm that focuses on individualized wealth management for families and high-net-worth individuals. Registered with the SEC in 2018 and owned by an individual, the firm operates as a capital allocator — combining discretionary portfolio management with financial planning and the selection of outside advisers. Its practice emphasizes equity exposure, delivering customized portfolios through separately managed accounts and liquid public-market instruments while also tapping third-party managers for less liquid allocations. The firm charges fees on multiple bases (percentage of AUM, hourly charges and fixed fees), and provides portfolio management for individuals and small businesses alongside financial planning. Dumont Wealth does not identify as an active ESG investor and is not listed as a multi-state registered adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices