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DHL Wealth Management LLC

DHL Wealth Management LLC. CRD 325335

D

CRD: 325335

DHL Wealth Management LLC

Richardson, TX, 75088
8004028862
www.dhlwealth.com
$7.5M Total AUM
$7.5M Disc. AUM
-- 3Y CAGR
4 Employees
104 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Timber fusion
Established Date
04-19-2023
Office Locations
1

Office Locations

2435 N Central Expressway 775 Richardson TX

About DHL Wealth Management LLC

DHL Wealth Management is a boutique Richardson, TX advisory focused on retirement planning. The firm builds personalized retirement roadmaps with tax-efficient wealth preservation and comprehensive coverage planning, including estate planning coordination, life insurance, Medicare guidance, and annuities. Advisors emphasize fiduciary-minded, relationship-based service and intentionally limit the number of clients for hands-on attention.

Team overview

26 AVG AGE
$1.9M AVG AUM / ADVISOR
$71.6K AVG AUM / CLIENT
2.8 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Quantum peak Zenith Ridge

Client Personas

Beacon timber

Custodian

Eagle delta Wave pathway Bridge pathway Timber Legacy meridian

Investment Themes

Horizon Horizon Catalyst element

Investment Vehicles

Delta

Platform

Wave peak

Services

Wave focus Radial Beacon radial Ridge value Prime signal Radial unison Legacy Radial Prime crest Pathway capital Momentum quantum

Technology

Pathway

Owner & Executives

A

Aaron John Hutchinson

Chief Compliance Officer, Chief Executive Officer

CRD
#7531521
Ownership
Less than 5%
(957) 260-8520
pathway.unison@peakcapital.com
in linkedin.com/in/element-vertex

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Contacts

Paden Ashlyn Demuth

Paden Ashlyn Demuth

Investment Advisor

CRD
#7365634
(637) 834-2522
harbor.insight@meridiancapital.com
in linkedin.com/in/ridge-matrix
R

Roger Kent Frigstad

--

CRD
#8070816
(580) 386-4948
insight.prime@peakcapital.com
in linkedin.com/in/capital-momentum
R

Radial north

Signal focus wave

CRD
#40663
(613) 831-8427
frontier.horizon@unisoncapital.com
in linkedin.com/in/momentum-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $7,450,363 --
Non-Discretionary $0 --
Total $7,450,363 --

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Separately Managed Accounts

Total SMA Asset: $7,450,363

$7.5M Total SMA
Equity - OTC:
100.0%
Asset class Assets Assets %
Equity - OTC $684,247,127 100.0%
Total $684,247,127 100.0%

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