DVB PRIVATE WEALTH LLC
Doing business as DVB PRIVATE WEALTH. SEC Form ADV profile.
Total regulatory AUM
$225,713,958
Discretionary
$181,610,902
Non-discretionary
$44,103,056
Firm details
- CRD number
- 341684
- SEC file number
- 801-136547
- Main office
- HARRISBURG, PA, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.