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DIRIGO PRIVATE WEALTH
DIRIGO PRIVATE WEALTH, LLC
CRD 318002
7501 OAK HAVEN TRACE, NASHVILLE, TN, 37209, United States
Phone
615-840-9865
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.8M
Discretionary AUM
$23.0M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; EVENT REVENUE/SUB-ADVISOR SERVICES
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminarsSUB-ADVISOR SERVICES TO OTHER IA FIRMS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $13.0M |
| High net worth individuals | 9 | $10.0M |
All web addresses on file
Official SEC filing: View on IAPD