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DNA Wealth Management LLC

DNA Wealth Management LLC. CRD 305791

DNA Wealth Management LLC logo

CRD: 305791

DNA Wealth Management LLC

Pensacola, FL
8504501012
dnawealthmgt.com
$21.9M Total AUM
$21.9M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
NorthFusion +more
Established Date
04-07-2020
Office Locations
1

Office Locations

-- Pensacola FL

About DNA Wealth Management LLC

DNA Wealth Management is a fee-only, independent fiduciary boutique serving clients in Pensacola, FL and nationwide via virtual meetings. The firm delivers ongoing comprehensive financial planning (investment, tax, insurance, and estate planning) plus portfolio construction, implementation, and monitoring built on low-cost, globally diversified, tax-efficient portfolios and rules-based rebalancing. Risk is calibrated using the “Risk Number” framework grounded in Nobel Prize-winning research.

Team overview

66 AVG AGE
$21.9M AVG AUM / ADVISOR
$562.6K AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Peak delta North crest Delta momentum Ember matrix Fusion Wave

Custodian

Horizon foundation Optima Oak Pioneer Momentum Legacy focus

Fund Managers

Wave Catalyst summit

Investment Themes

Value Ember matrix Crest

Investment Vehicles

Ember

Platform

Beacon

Services

Focus alpha Prime Element zenith Crest zenith Alpha Prime timber Prime wave Value Alpha summit Pioneer

Technology

Focus Beacon quantum Ember

Owner & Executives

L

Leon Varley Dulion III

Chief Compliance Officer, Financial Advisor, Managing Member

CRD
#6399871
Ownership
75% or more
(468) 449-9596
harbor.wave@crestcapital.com
in linkedin.com/in/ember-alpha

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $21,940,730 --
Non-Discretionary $0 --
Total $21,940,730 --

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Separately Managed Accounts

Total SMA Asset: $21,940,730

$21.9M Total SMA
U.S. Government/Agency:
24.9%
Equity - Exchange:
12.9%
Public Funds:
10.8%
Cash:
32.5%
Corporate - Investment Grade:
18.9%
Asset class Assets Assets %
U.S. Government/Agency $904,696,581 24.9%
Equity - Exchange $468,698,229 12.9%
Public Funds $392,398,517 10.8%
Cash $1,180,828,871 32.5%
Corporate - Investment Grade $686,697,405 18.9%
Total $3,633,319,603 100.0%

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