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DORSEY WEALTH MANAGEMENT, LLC
CRD 158752
21250 HAWTHORNE BLVD., SUITE 500, TORRANCE, CA, 90503, United States
Phone
310 370-7776
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$58.4M
Discretionary AUM
$58.4M
Team
2 total employees; 2 advisory reps; 36 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $15.5M |
| High net worth individuals | 16 | $42.9M |
All web addresses on file
Official SEC filing: View on IAPD