DLC WEALTH MANAGEMENT

DLC WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 330170). Regulatory assets under management: $2.7M.

Registration

• CRD: 330170
• Type: Registered investment adviser
• Phone: 678-571-1547
• Latest filing: 2026-06-02
• Regulatory AUM: $2.7M
• Discretionary AUM: $2.7M
• Clients: 2
• Accounts: 26

Business model

Compensation: % of AUM.

Clients served: 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 330170 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search