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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- 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
Upgrade to reveal position-level detail across wave prime.
Request access to benchmark trends tied to ridge.
Full visibility includes strategy notes for element insight.
Request access to benchmark trends tied to prime vector.
Open the full profile to inspect shifts in delta quantum.
Unlock to see real insight on vector glacier horizon.
Unlock to compare peer behavior around alpha quantum.
Upgrade to reveal position-level detail across harbor bridge.
Asset Classes
Catalyst quantum Foundation
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
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |