Overview
Assets Under Management: $213 million
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 71
Average Client Assets: $1.4 million
Frequently Asked Questions
DB WEALTH MANAGEMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135317), DB WEALTH MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
DB WEALTH MANAGEMENT GROUP, LLC is headquartered in SAN DIEGO, CA.
DB WEALTH MANAGEMENT GROUP, LLC serves 71 high-net-worth clients according to their SEC filing dated July 06, 2023. View client details ↓
According to their SEC Form ADV, DB WEALTH MANAGEMENT GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
DB WEALTH MANAGEMENT GROUP, LLC manages $213 million in client assets according to their SEC filing dated July 06, 2023.
According to their SEC Form ADV, DB WEALTH MANAGEMENT GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.00%
Average Client Assets: $1.4 million
Total Client Accounts: 283
Discretionary Accounts: 283
Regulatory Filings
CRD Number: 135317
Filing ID: 1773059
Last Filing Date: 2023-07-06 12:02:00