Investment adviser · CRD 291981
DUMONT WEALTH
Investment adviser filing (IA)
EFFICIENT WEALTH PARTNERS LLC
NEW YORK, NY, United States · Form ADV filed May 29, 2019
- Regulatory AUM
- $6.08M Form ADV · Item 5.F
- Client accounts
- 24 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $2,177,420 | 35.8% |
| Individuals | 8 | $1,892,107 | 31.1% |
| Investment companies | 5 | $1,627,565 | 26.8% |
| Business development companies | 1 | $384,551 | 6.3% |
Filing source
Form ADV 1324017 · May 29, 2019 · 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: May 29, 2019. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
1 ROCKEFELLER PLAZA, 11TH FLOORNEW YORK, NY, 10020, United States
CRD 291981
Filing source
Form ADV 1324017 · May 29, 2019 · 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.