DG WEALTH

DG WEALTH of VENICE, FL is an SEC-registered investment adviser (CRD 325150). Regulatory assets under management: $10.4M.

Registration

• CRD: 325150
• Type: Registered investment adviser
• Location: 333 TAMIAMI TRAIL S SUITE 221, VENICE, FL, 34285
• Phone: 941-584-3320
• Latest filing: 2026-04-22
• Regulatory AUM: $10.4M
• Discretionary AUM: $10.4M
• Clients: 3
• Accounts: 60

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 325150 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search