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DG WEALTH PARTNERS LLC
(561) 720-8140
SEC #801-110677Total AUM
$14.5M
Employees
3Clients
5Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
(561) 720-8140
Other Offices
1
Financials
Total AUM
$14.5M
Accounts
20Discretionary
$1.2M
Accounts
1Non-Discretionary
$13.2M
Accounts
19
Clients
HNW Individual Clients
5AUM
$14.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FL
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.