CRD: 157751
DFG Wealth Management, LLC
$65.0M Total AUM
$65.0M Disc. AUM
-- 3Y CAGR
3 Employees
143 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy
- Established Date
- 05-17-2011
- Office Locations
- 1
Office Locations
806 W. Bartlett Road Bartlett IL
About DFG Wealth Management, LLC
DFG Wealth Management (formerly DFG Advisors; now Touchstone Wealth) is a retail-focused advisory firm providing financial planning and investment management, with portfolios implemented primarily via public funds and ETFs plus insurance/annuity, tax, and charitable planning. Custody includes Charles Schwab.
Team overview
55 AVG AGE
$65.0M AVG AUM / ADVISOR
$454.5K AVG AUM / CLIENT
15.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Catalyst Frontier North Peak
Custodian
Ember harbor Pioneer
Investment Themes
Pathway Pathway unison
Investment Vehicles
Optima Capital capital
Platform
Wave ridge Optima atlas
Services
Ridge legacy Harbor Peak Alpha ridge Wave Alpha momentum Momentum Matrix harbor
Technology
Wave
Owner & Executives
E
EDWARD FRANCIS DOWNEY JR
Chief Compliance Officer, Managing Member, President
- CRD
- #2329298
- Ownership
- 75% or more
(687) 871-3389
focus.catalyst@peakcapital.com
in linkedin.com/in/ridge-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,000,000
Public Funds:
50.6% Equity - Exchange:
33.1% Cash:
16.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,499,473,029 | 50.6% |
| Equity - Exchange | $980,880,578 | 33.1% |
| Cash | $483,031,825 | 16.3% |
| Total | $2,963,385,432 | 100.0% |