D
$156.6M Total AUM
$156.6M Disc. AUM
9.5% 3Y CAGR
1 Employees
15 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fiduciary Trust · Interactive Brokers · State Street · US Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-30-2010
- Office Locations
- 1
Office Locations
76 Pearl ST Suite 205 Essex Junction VT
About DWV Advisors, LLC
DWV Advisors, LLC is a Essex Junction-based RIA. The firm has been operating for 15 years. Managing $156.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fiduciary Trust.
Team overview
-- AVG AGE
$156.6M AVG AUM / ADVISOR
$10.4M AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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CRM
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Custodian
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
D
DENNIS WILLIAM VOIGT
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5813766
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $156,605,177 | $2,847,367 |
| Non-Discretionary | $0 | -- |
| Total | $156,605,177 | $2,847,367 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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