DWV Advisors, LLC
Firm details
- Headquarters
- Essex Junction, Vermont
- CRD number
- 154148
- Registered since
- June 14, 2012
- Custodians
- TRUST COMPANY, FIDUCIARY TRUST, INTERACTIVE BROKERS LLC, US TRUST
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.25%
- Individuals3.75%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
DWV Advisors, LLC is an independent registered investment adviser organized as an LLC and operating since 2012. The firm is owned by an individual and positions itself as a capital allocator for individual and family clients, charging fees as a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and the selection of outside advisers. The firm reports an industry affiliation with accounting professionals and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities34%
- Other20%
- Cash & Cash Equivalents13%
- Public Funds/Mutual Funds12%
- US Government Bonds10%
Contacts
1 of 1Dennis Voigt
President & OwnerCRD 5813766
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Essex Junction, VT
Chittenden
Location
Essex Junction, VT
Headquartered in Essex Junction, VT, anchoring the Burlington-South Burlington-Barre, VT metro in the Northeast.
- Metro area
- Burlington-South Burlington-Barre, VT
- Region
- Northeast
- County
- Chittenden
- Address
- 76 Pearl St
- Time zone
- ET (UTC-5)
- Office locations
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