D&S WEALTH MANAGEMENT GROUP

D&S WEALTH MANAGEMENT GROUP is an SEC-registered investment adviser (CRD 323020). Regulatory assets under management: $52.1M.

Registration

• CRD: 323020
• Type: Registered investment adviser
• Phone: 301-881-5331
• Latest filing: 2026-01-15
• Regulatory AUM: $52.1M
• Discretionary AUM: $52.1M
• Clients: 2
• Accounts: 141

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323020 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search