This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-18-2010
- Office Locations
- 1
Office Locations
About Dublin Wealth Management, Inc.
Dublin Wealth Management, Inc. is a Birmingham-based RIA. The firm has been operating for 16 years. Managing $15.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between June 30, 2011 and February 7, 2012, reported AUM decreased 16.9%, from $17.0M to $14.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 56 clients, or 56 clients per representative. That equates to $278.6K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on November 20, 2025. 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 Dublin Wealth Management, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Dublin Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KURT ERIK WESELIUS
Chief Compliance Officer, President
- CRD
- #4252915
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,601,299 | $133,538 |
| Non-Discretionary | $0 | -- |
| Total | $15,601,299 | $133,538 |
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
Dublin Wealth Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing