DNA WEALTH MANAGEMENT LLC

DNA WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 305791). Regulatory assets under management: $21.9M.

Registration

• CRD: 305791
• Type: Registered investment adviser
• Phone: 850-450-1012
• Latest filing: 2026-02-10
• Regulatory AUM: $21.9M
• Discretionary AUM: $21.9M
• Clients: 1
• Accounts: 100

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 305791 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search