DCG WEALTH MANAGEMENT

DCG WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 310957). Regulatory assets under management: $5.9M.

Registration

• CRD: 310957
• Type: Registered investment adviser
• Phone: 888-993-3627
• Latest filing: 2026-05-15
• Regulatory AUM: $5.9M
• Discretionary AUM: $5.9M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

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 310957 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search