D
$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
5 yrs Firm Age
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- Custodian
- Betterment ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-13-2020
- Office Locations
- 1
Office Locations
-- Estes Park CO
About DCG Wealth Management
DCG Wealth Management is a Estes Park-based RIA. The firm has been operating for 5 years. Managing $5.9M in total assets under management, with 1 advisory representatives. They custody assets with Betterment and Fidelity/NFS.
Team overview
53 AVG AGE
$5.9M AVG AUM / ADVISOR
$143.6K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
DONITA S BAZE
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #5374365
- Ownership
- 50% but less than 75%
Available
Available
Available
E
Erik DeMar
Managing Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,888,361 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,888,361 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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