DVB Private Wealth

Overview

DVB Private Wealth is an independent registered investment adviser organized as an LLC. The firm is SEC registered (registered in 2026) and serves both individual and family clients as well as institutional relationships. Its fee model combines asset-based fees with fixed-fee arrangements. Advisory services cited by the firm include financial planning, portfolio management for individuals and small businesses, and pension consulting. DVB does not identify itself as a capital allocator and does not list ESG investing among its active strategies. The firm also notes industry affiliations that include an insurance company and activity as sponsor of a limited partnership (excluding pooled investment vehicles).

Assets & Accounts

Public Holdings

Investments & Alternatives