D
CRD: 330170
DLC Wealth Management
Andover, MA
6785711547
$2.7M Total AUM
$2.7M Disc. AUM
-- 3Y CAGR
2 Employees
18 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2024
- Office Locations
- 1
Office Locations
-- Andover MA
About DLC Wealth Management
DLC Wealth Management is a Andover-based RIA. The firm has been operating for 2 years. Managing $2.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$2.7M AVG AUM / ADVISOR
$149.6K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Quantum Vertex harbor Signal
Investment Themes
Vital Vector Optima momentum
Investment Vehicles
Crest pioneer
Services
Catalyst zenith Crest signal Bridge Fusion
Owner & Executives
D
DAKAR GAILLARD DE LA CRUZ
CHIEF STRATEGY OFFICER
- CRD
- --
- Ownership
- 50% but less than 75%
(289) 910-1270
bridge.harbor@unisoncapital.com
in linkedin.com/in/timber-harbor
W
William De La Cruz
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #7877899
- Ownership
- 50% but less than 75%
(277) 794-1775
momentum.oak@glaciercapital.com
in linkedin.com/in/focus-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,691,971 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,691,971 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,691,971
Equity - Exchange:
29.7% Public Funds:
27.3% Cash:
43.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,455,710,508 | 29.7% |
| Public Funds | $2,257,269,255 | 27.3% |
| Cash | $3,555,405,787 | 43.0% |
| Total | $8,268,385,550 | 100.0% |