$607.2K Total AUM
$607.2K Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-19-2024
- Office Locations
- 1
Office Locations
-- Bluffton SC
About DWT Financial
DWT Financial is a South Carolina-registered RIA providing personalized financial advising and planning for retail clients, from first-home savings through retirement. The firm offers asset management plus tax, estate, insurance, and succession planning, with portfolios that lean on ETFs and mutual funds, custodied with Schwab and Fidelity. No account minimums.
Team overview
-- AVG AGE
$607.2K AVG AUM / ADVISOR
$46.7K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
Dylan W Tucker
Chief Executive Officer
- CRD
- #7806562
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $607,226 | -- |
| Non-Discretionary | $0 | -- |
| Total | $607,226 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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