← Back to searchVisit website
DANIEL ISLAND WEALTH MANAGEMENT, LLC
CRD 331593
295 SEVEN FARMS DRIVE, SUITE 201, DANIEL ISLAND, SC, 29492, United States
Phone
843-329-7444
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.5M
Discretionary AUM
$24.5M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.2M |
| High net worth individuals | 11 | $23.3M |
All web addresses on file
- https://www.diwealthmanagement.com
- https://www.mountpleasantwealthmanagement.com
- https://www.facebook.com/danielislandwealthmanagement.com
- http://www.charlestonwealthmanagement.com
- https://www.instagram.com/hkalkasmtpwm/
- https://www.linkedin.com/company/daniel-island-wealth-management/
- https://www.facebook.com/mtpwm/
- https://www.linkedin.com/company/daniel-island-wealth-management/
- https://www.mtpleasantwealthmanagement.com
- https://www.danielislandwm.com
- https://www.mtpwm.com
- https://www.danielislandwealthmanagement.com
- https://www.instagram.com/diwealthmanagement/
Official SEC filing: View on IAPD