DUMONT WEALTH

DUMONT WEALTH of NEW YORK, NY is an SEC-registered investment adviser (CRD 291981). Regulatory assets under management: $12.9M.

Registration

• CRD: 291981
• SEC file number: 801-112419
• Type: Registered investment adviser
• Location: 1 ROCKEFELLER PLAZA, 11TH FLOOR, NEW YORK, NY, 10020
• Phone: 917-310-3442
• Latest filing: 2026-03-12
• Regulatory AUM: $12.9M
• Discretionary AUM: $12.9M
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 291981 on SEC IAPD (source of record)
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