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DWV ADVISORS, LLC
CRD 154148 · SEC 801-76788
76 PEARL ST, SUITE 205, ESSEX JUNCTION, VT, 05452, United States
Phone
802-879-3766
Fax
802-878-1709
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.6M
Discretionary AUM
$156.6M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $5.9M |
| High net worth individuals | 6 | $150.7M |
States served
VT
Official SEC filing: View on IAPD