$58.4M Total AUM
$58.4M Disc. AUM
-- 3Y CAGR
2 Employees
72 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- Oak optimaPioneer +more
- Established Date
- 11-01-2011
- Office Locations
- 1
Office Locations
21250 Hawthorne Blvd., Suite 500 Torrance CA
About Dorsey Wealth Management, LLC
Dorsey Wealth Management is a woman-owned, fee-only fiduciary RIA providing ongoing financial planning and investment management for women and couples nearing or in retirement nationwide. The firm focuses on turning savings into sustainable retirement income, with support for tax planning, Social Security/Medicare decisions, and estate/legacy planning. Custody includes Charles Schwab; their retirement-planning expertise has been featured in outlets like WSJ and CNBC.
Team overview
58 AVG AGE
$29.2M AVG AUM / ADVISOR
$810.8K AVG AUM / CLIENT
8.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Open the full profile to inspect shifts in capital ridge.
Unlock to compare peer behavior around atlas meridian.
Unlock to compare peer behavior around pathway wave.
Unlock to compare peer behavior around vector ridge.
Upgrade to reveal position-level detail across pioneer timber.
Unlock to compare peer behavior around timber matrix.
Open the full profile to inspect shifts in meridian radial.
Full visibility includes strategy notes for unison element.
Asset Classes
Quantum Ember
Custodian
Quantum horizon Ember Peak
Investment Themes
Signal Frontier eagle
Investment Vehicles
Atlas
Services
Signal Oak Harbor summit Catalyst wave Eagle Vertex vertex
Technology
Insight prime Unison Bridge focus
Owner & Executives
ANGELA DELMAS DORSEY
PRINCIPAL
- CRD
- #5967957
- Ownership
- 75% or more
(493) 815-2543
foundation.harbor@fusioncapital.com
in linkedin.com/in/optima-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
A
Amy Tori Marietta
--
- CRD
- #8027339
(744) 737-5917
pathway.timber@valuecapital.com
in linkedin.com/in/atlas-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,374,880 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,374,880 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $58,374,880
Public Funds:
28.2% Equity - Exchange:
16.6% Cash:
29.0% Corporate - Investment Grade:
26.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,437,799,977 | 28.2% |
| Equity - Exchange | $1,435,017,008 | 16.6% |
| Cash | $2,506,957,424 | 29.0% |
| Corporate - Investment Grade | $2,264,906,362 | 26.2% |
| Total | $8,644,680,771 | 100.0% |