DUBLIN WEALTH MANAGEMENT, INC.

DUBLIN WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 153475). Regulatory assets under management: $15.6M.

Registration

• CRD: 153475
• SEC file number: 801-71267
• Type: Registered investment adviser
• Phone: 205-447-4628
• Latest filing: 2025-11-20
• Regulatory AUM: $15.6M
• Discretionary AUM: $15.6M
• Clients: 1
• Accounts: 28

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153475 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search