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- Custodian
- Axos · Lincoln Financial · Pershing
- Clients
- Retail
- Platforms
- GlacierHorizon
- Established Date
- 08-28-2017
- Office Locations
- 1
Office Locations
About DFW Wealthcare Advisors, LLC
DFW Wealthcare Advisors, LLC is a Texas-based RIA led by Bradford Sylve (CFP®, CRPC®, CPA*, MBA) providing financial planning and investment management for individuals/families and business owners, with emphasis on retirement readiness, college funding, estate and insurance planning. The firm promotes a process-first approach and uses a “Personal Economic Model” to explain financial tradeoffs; portfolios are primarily ETF-based and custodied through Pershing.
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Owner & Executives
BRADFORD JUDE SYLVE
Chief Compliance Officer, Managing Member
- CRD
- #2385495
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,039,788 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,039,788 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,039,788
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $440,950,525 | 16.0% |
| Public Funds | $730,324,306 | 26.5% |
| Cash | $815,758,471 | 29.6% |
| Corporate - Investment Grade | $768,907,477 | 27.9% |
| Total | $2,755,940,779 | 100.0% |