D
DLB Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,732,914
Clients
25
12% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
TypicalAverage account size
$789,317
About
DLB Wealth Advisors LLC provides investment advisory and portfolio management services primarily for individual clients and charges fees based on a percentage of assets under management. The firm operates as a small, independent practice managing about $19.7 million for roughly 25 clients under a single advisor.
The brochure discloses that DLB offers the portfolio management and planning services typical of independent advisers and that it may employ derivatives within separately managed accounts as part of its investment strategies. The use of derivatives is noted in the firm’s description of methods and strategies and is accompanied by disclosures about the additional risks those instruments entail.
DLB is affiliated with an accounting firm, a relationship disclosed under Other Financial Industry Activities and Affiliations, which is uncommon among peers and may allow for closer coordination between accounting and advisory services. Taken together, the accounting affiliation and the firm’s documented use of derivatives in managed accounts distinguish DLB from many other independent advisers of similar size.
Client services
Financial planning
Portfolio management
Main office location
DLB Wealth Advisors LLC
East Northport NY, United States
Number of offices
1
Most active in
DLB Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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