D
CRD: 310487
Dubois Wealth Management, LLC
St. Simons Island, GA
6782469636
$5.9M Total AUM
$5.9M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-02-2020
- Office Locations
- 1
Office Locations
-- St. Simons Island GA
About Dubois Wealth Management, LLC
Dubois Wealth Management, LLC is a St. Simons Island-based RIA. The firm has been operating for 5 years. Managing $5.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
61 AVG AGE
$5.9M AVG AUM / ADVISOR
$424.0K AVG AUM / CLIENT
5.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Catalyst quantum
Investment Themes
Vector eagle Crest capital Radial signal
Investment Vehicles
Prime
Services
Vertex delta Radial insight Summit optima Frontier Catalyst Pathway
Owner & Executives
R
RICHARD KING DUBOIS
Chief Compliance Officer, Managing Member, Principal owner, Wealth Advisor
- CRD
- #1434130
- Ownership
- 75% or more
(950) 952-2717
beacon.peak@primecapital.com
in linkedin.com/in/frontier-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,935,385 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,935,385 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,935,385
Equity - Exchange:
40.5% Public Funds:
41.9% Cash:
17.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,206,940,788 | 40.5% |
| Public Funds | $1,248,662,197 | 41.9% |
| Cash | $524,497,725 | 17.6% |
| Total | $2,980,100,710 | 100.0% |