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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-23-2019
- Office Locations
- 1
Office Locations
About Objective Wealth, LLC
Objective Wealth, LLC is a Phoenix-based, fee-only financial planning and wealth management firm led by CFP professional Daniel VanDusen. The firm helps clients manage current financial decisions and plan for what’s next, delivering advice primarily through virtual meetings with secure digital account access and cloud portals for clients across multiple states. Portfolios are implemented mainly with publicly traded funds/ETFs, and the practice is active in XY Planning Network and NAPFA communities.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 71 clients, or 71 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on February 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Daniel Martin VanDusen
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #7024439
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,231,438 | -- |
| Non-Discretionary | $0 | -- |
| Total | $77,231,438 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Objective Wealth, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.