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DHL WEALTH MANAGEMENT LLC
DHL WEALTH MANAGEMENT LIMITED LIABILITY COMPANY
CRD 325335
2435 N CENTRAL EXPRESSWAY, 775, RICHARDSON, TX, 75088, United States
Phone
1800-402-8862
Fax
972-534-1499
Registration
— (—)
Source
State registered
Total AUM
$7.5M
Discretionary AUM
$7.5M
Team
4 total employees; 4 advisory reps; 100 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $5.4M |
| High net worth individuals | 2 | $2.1M |
All web addresses on file
Official SEC filing: View on IAPD