This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · Prudential
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-15-2013
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 32 clients, or 32 clients per representative. That equates to $291.9K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review DLW Financial Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full DLW Financial Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
DAVID LEE WHITE
Investment Advisor
- CRD
- #2265071
Showing 1 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,341,744 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,341,744 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
DLW Financial Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.