D
CRD: 325150
DG Wealth
Venice, FL, 34285
9415843320
$10.4M Total AUM
$10.4M Disc. AUM
-- 3Y CAGR
3 Employees
51 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-29-2023
- Office Locations
- 1
Office Locations
333 Tamiami Trail S Suite 221 Venice FL
About DG Wealth
DG Wealth is a Venice-based RIA. The firm has been operating for 2 years. Managing $10.4M in total assets under management, with 3 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$3.5M AVG AUM / ADVISOR
$204.1K AVG AUM / CLIENT
1.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Glacier Matrix
Client Personas
Oak foundation
Investment Themes
Vital
Investment Vehicles
Eagle zenith
Services
North Eagle Signal foundation Momentum
Owner & Executives
J
JONATHAN EDWARD MARSHALL
Managing Member, Wealth Advisor
- CRD
- #2700912
- Ownership
- 75% or more
(565) 547-2573
glacier.insight@summitcapital.com
in linkedin.com/in/wave-momentum
D
David Sergeyevich Kovalenko
Agent, Chief Compliance Officer
- CRD
- #7867541
- Ownership
- Less than 5%
(220) 779-4188
ember.frontier@embercapital.com
in linkedin.com/in/eagle-zenith
Showing 2 of 2 owners & executives
Unlock allContacts
K
Kelsey Shea MacLean
--
- CRD
- #8220576
(825) 277-5673
horizon.oak@eaglecapital.com
in linkedin.com/in/capital-oak
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,410,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,410,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,410,000
Other:
21.9% Equity - Exchange:
12.6% Equity - OTC:
36.3% Cash:
29.2% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $392,842,334 | 21.9% |
| Equity - Exchange | $226,018,877 | 12.6% |
| Equity - OTC | $651,149,621 | 36.3% |
| Cash | $523,789,778 | 29.2% |
| Total | $1,793,800,610 | 100.0% |