DUBOIS WEALTH MANAGEMENT, LLC

DUBOIS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 310487). Regulatory assets under management: $5.9M.

Registration

• CRD: 310487
• Type: Registered investment adviser
• Phone: 678-246-9636
• Latest filing: 2026-01-27
• Regulatory AUM: $5.9M
• Discretionary AUM: $5.9M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310487 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search