DHL WEALTH MANAGEMENT LLC

DHL WEALTH MANAGEMENT LLC of RICHARDSON, TX is an SEC-registered investment adviser (CRD 325335). Regulatory assets under management: $7.5M.

Registration

• CRD: 325335
• Type: Registered investment adviser
• Location: 2435 N CENTRAL EXPRESSWAY, RICHARDSON, TX, 75088
• Phone: 1800-402-8862
• Latest filing: 2026-01-28
• Regulatory AUM: $7.5M
• Discretionary AUM: $7.5M
• Clients: 4
• Accounts: 53

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325335 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search