DLB WEALTH ADVISORS LLC

DLB WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 147897). Regulatory assets under management: $19.7M.

Registration

• CRD: 147897
• Type: Registered investment adviser
• Phone: 646-285-4851
• Latest filing: 2026-03-25
• Regulatory AUM: $19.7M
• Discretionary AUM: $19.7M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147897 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search