D
CRD: 147897
DLB Wealth Advisors LLC
East Northport, NY
6462854851
$19.7M Total AUM
$19.7M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-04-2008
- Office Locations
- 1
Office Locations
-- East Northport NY
About DLB Wealth Advisors LLC
DLB Wealth Advisors LLC is a East Northport-based RIA. The firm has been operating for 17 years. Managing $19.7M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$19.7M AVG AUM / ADVISOR
$394.7K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
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Owner & Executives
D
DENNIS L BEASLEY
Financial Advisor, Managing Member
- CRD
- #5566438
- Ownership
- 75% or more
(359) 987-2906
peak.frontier@timbercapital.com
in linkedin.com/in/ridge-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,732,914 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,732,914 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,732,914
Equity - Exchange:
32.3% Cash:
37.4% Corporate - Investment Grade:
12.4% Municipal Bonds:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $898,659,041 | 32.3% |
| Cash | $1,040,552,574 | 37.4% |
| Corporate - Investment Grade | $344,996,041 | 12.4% |
| Municipal Bonds | $498,018,478 | 17.9% |
| Total | $2,782,226,134 | 100.0% |