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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-18-2014
- Office Locations
- 1
Office Locations
About DS Wealth Advisors, Inc.
DS Wealth Advisors, Inc. is a Pittsburgh-area RIA paired with DS Financial Advisors’ tax, accounting, and insurance practice, delivering integrated tax planning and wealth planning across savings, investments, insurance, taxes, and debt. The firm emphasizes tax-saving strategies for clients in North Hills communities and typically implements asset-allocation portfolios heavily using ETFs, with custody through Charles Schwab.
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Investment Themes
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Owner & Executives
DAVID WAYNE SCHLEIS
Financial Advisor, General Partner, President
- CRD
- #1860548
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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