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- Custodian
- Altruist · Lincoln Financial · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-16-2022
- Office Locations
- 1
Office Locations
About DNA Financial
DNA Financial is a minority-owned Nevada registered investment adviser providing holistic financial planning, wealth management, and financial consulting for individuals and business entities. The firm focuses on underserved clients including millennials, start-ups, entertainers, and athletes, and supports portfolio construction and asset allocation using vehicles such as ETFs and mutual funds. Operates as a fiduciary and custodies through platforms including Altruist.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DONALD ANTHONY WONG JR.
Chief Executive Officer, Investment Advisor
- CRD
- #5491489
- Ownership
- 75% or more
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,304,899 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,304,899 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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