D
CRD: 166516
DLW Financial Management, LLC
$8.6M Total AUM
$8.6M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Prudential
- Clients
- Retail
- Platforms
- Quantum glacierBeacon
- Established Date
- 01-15-2013
- Office Locations
- 1
Office Locations
-- Maple Grove MN
About DLW Financial Management, LLC
DLW Financial Management, LLC (Flagship Wealth Partners) is a Maple Grove, MN-based RIA providing personalized financial planning and investment advice, including retirement planning, estate planning strategies, and intergenerational wealth transfer. The firm serves clients nationwide while emphasizing local, high-touch access. Its managed portfolios are ETF-focused, with Schwab and LPL Financial among its custodial relationships.
Team overview
-- AVG AGE
$8.6M AVG AUM / ADVISOR
$253.9K AVG AUM / CLIENT
9.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
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Asset Classes
Bridge Timber beacon
Custodian
Pathway matrix Horizon Legacy Quantum Peak Vector vertex Momentum glacier Vector Frontier fusion
Investment Themes
Pathway quantum Foundation summit Zenith
Investment Vehicles
Quantum Foundation
Platform
Timber
Services
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Technology
Momentum Zenith
Owner & Executives
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Unlock allContacts
D
DAVID LEE WHITE
Investment Advisor
- CRD
- #2265071
(404) 887-6810
peak.north@deltacapital.com
in linkedin.com/in/frontier-momentum
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,632,636 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,632,636 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,632,636
Equity - Exchange:
17.3% U.S. Government/Agency:
12.2% Cash:
26.5% Municipal Bonds:
44.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,365,892,706 | 17.3% |
| U.S. Government/Agency | $963,230,694 | 12.2% |
| Cash | $2,092,263,393 | 26.5% |
| Municipal Bonds | $3,473,946,767 | 44.0% |
| Total | $7,895,333,560 | 100.0% |