# DUNDEEWEALTH US, LP

DUNDEEWEALTH US, LP of BERWYN, PA is an SEC-registered investment adviser.

## Registration

- CRD: 141202
- Type: SEC-registered investment adviser
- SEC file number: 801-67074
- Location: 1055 WESTLAKES DRIVE, SUITE 301, BERWYN, PA, 19312
- Phone: 610-854-0900
- Latest filing: 2014-02-05
- Regulatory AUM: $175.4M
- Discretionary AUM: $175.4M
- Clients: 8
- Accounts: 4

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [MORAN PETER JAMES](https://search.stillhousedata.com/person/752385) | MANAGING MEMBER; MANAGING PARTNER; SENIOR VICE PRESIDENT | — |
| [DULING AMY DENISE](https://search.stillhousedata.com/person/752386) | MANAGING MEMBER; MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| [MCALEER FRANCIS JOSEPH](https://search.stillhousedata.com/person/752387) | MANAGING MEMBER; MANAGING PARTNER | — |
| [FERKO BRIAN MICHAEL](https://search.stillhousedata.com/person/752388) | CHIEF COMPLIANCE OFFICER | — |
| [LEVEN JOHN HAROLD](https://search.stillhousedata.com/person/752389) | DIRECTOR - FINANCE | — |
| [TURNER ANDREW](https://search.stillhousedata.com/person/752390) | MEMBER | — |
| [WELLMAN STEPHEN M](https://search.stillhousedata.com/person/755726) | CHIEF COMPLIANCE OFFICER | — |
| [BUTSON HOLLY ANN](https://search.stillhousedata.com/person/770535) | CHIEF COMPLIANCE OFFICER | — |
| [LEHNING JOHN PAUL](https://search.stillhousedata.com/person/795524) | SENIOR VICE PRESIDENT | — |
| [WINSKO KRISTEN NOLAN](https://search.stillhousedata.com/person/820695) | CHIEF COMPLIANCE OFFICER AND LEGAL COUNSEL; DIRECTOR - LEGAL & COMPLIANCE; LEGAL COUNSEL | — |
| [LACEY ROBIN PHILIP CHRISTIAN](https://search.stillhousedata.com/person/820696) | MANAGER OF THE GENERAL PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141202/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141202/similar
- Related entities: https://search.stillhousedata.com/firm/141202/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141202

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.