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 formed in 2012 and owned by an individual principal. The firm focuses on advising individuals and families and manages client relationships on a percentage-of-assets fee basis. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of outside advisers. DWV identifies itself as a capital allocator and does not characterize itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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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