← Back to searchVisit website
DOLPHIN FINANCIAL GROUP
DOLPHIN WEALTH MANAGEMENT, INC.
CRD 170160
2430 ESTANCIA BLVD., SUITE 206, CLEARWATER, FL, 33761, United States
Phone
888-508-5935
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.0M
Discretionary AUM
$12.0M
Team
1 total employees; 1 advisory reps; 73 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Corporation
Filing date
2026-04-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $7.2M |
| High net worth individuals | 8 | $4.8M |
All web addresses on file
- HTTPS://WWW.LINKEDIN.COM/IN/DANIEL-WENDOL-2BA521
- HTTP://THEFINANCIALHQ.COM/DOLPHINRISKANALYSIS
- HTTPS://WWW.ALIGNABLE.COM/CLEARWATER-FL/DOLPHIN-FINANCIAL-GROUP
- HTTP://WWW.FACEBOOK.COM/DOLPHINFINANCIAL
- https://www.youtube.com/@Dolphinfinancialgroupfl
- HTTP://DOLPHINFINANCIALGROUP.COM/
- HTTP://TWITTER.COM/FINANCEDOLPHIN
- http://dolphinwealth.com/
- HTTPS://www.instagram.com/dolphinfinancial
Official SEC filing: View on IAPD