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DG WEALTH
DG WEALTH LLC
CRD 325150
333 TAMIAMI TRAIL S SUITE 221, VENICE, FL, 34285, United States
Phone
941-584-3320
Fax
941-263-5101
Registration
— (—)
Source
State registered
Total AUM
$10.4M
Discretionary AUM
$10.4M
Team
3 total employees; 3 advisory reps; 17 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $7.8M |
| High net worth individuals | 2 | $2.0M |
| Corporations/business entities | 1 | $641K |
All web addresses on file
Official SEC filing: View on IAPD