Investment adviser · CRD 135317
DB WEALTH MANAGEMENT GROUP, LLC
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Jul 6, 2023
- Regulatory AUM
- $213M Form ADV · Item 5.F
- Client accounts
- 283 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 212 | $115,212,353 | 54.0% |
| High-net-worth individuals | 71 | $98,143,856 | 46.0% |
Filing source
Form ADV 1773059 · Jul 6, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 6, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
1455 FRAZEE ROAD, SUITE 950SAN DIEGO, CA, 92108-4340, United States
CRD 135317
Filing source
Form ADV 1773059 · Jul 6, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.