Investment adviser · CRD 315670

DLAK WEALTH ADVISORS, LLC

Investment adviser filing (IA)

WEST CHESTER, OH, United States · Form ADV filed Sep 8, 2021

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
4
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Sep 8, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly

Principal office

9100 WEST CHESTER TOWNE CENTRE DR, SUITE 355
WEST CHESTER, OH, 45069, United States

CRD 315670

Filing source

Form ADV 1561679 · Sep 8, 2021 · 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.