$12.9M Total AUM
$12.9M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail
- Platforms
- Optima momentum
- Established Date
- 06-04-2019
- Office Locations
- 1
Office Locations
-- Miami FL
About Dumont Wealth
Dumont Wealth is a retail RIA serving families with customized financial, estate, and wealth-transfer planning. Portfolios are built with a two-tank framework: a diversified equity “investment tank” and a SafeTank℠ sleeve (via Gondola) positioned to replace traditional fixed income with a 0–1% floor, tax-free access, and liquidity typically within three business days. The team uses modeling software to show potential outcomes before changes are made.
Team overview
55 AVG AGE
$12.9M AVG AUM / ADVISOR
$494.4K AVG AUM / CLIENT
7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Beacon glacier Delta Vertex Pioneer
Client Personas
Optima
Custodian
Value summit
Investment Themes
Ridge vector Oak delta
Investment Vehicles
Vector
Services
Wave Element Vector Quantum foundation North Vital value Catalyst
Technology
Radial bridge
Owner & Executives
B
BRIAN STEPHEN DUMONT
Chief Compliance Officer, Managing Member
- CRD
- #4737802
- Ownership
- 75% or more
(720) 767-1217
bridge.momentum@atlascapital.com
in linkedin.com/in/ridge-element
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,853,502 | $253,402 |
| Non-Discretionary | $0 | -- |
| Total | $12,853,502 | $253,402 |
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Separately Managed Accounts
Total SMA Asset: $12,853,502
Equity - Exchange:
37.5% Public Funds:
30.9% Corporate - Investment Grade:
8.4% Municipal Bonds:
15.4% Cash:
7.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,402,518,959 | 37.5% |
| Public Funds | $1,979,675,622 | 30.9% |
| Corporate - Investment Grade | $538,164,247 | 8.4% |
| Municipal Bonds | $986,634,452 | 15.4% |
| Cash | $499,723,943 | 7.8% |
| Total | $6,406,717,223 | 100.0% |