D
DNA Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$21,940,730
Total clients
39
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$562,583
About
DNA Wealth Management provides investment management, financial planning (one‑time, ongoing subscription, and project/hourly engagements), and participant account management for defined‑contribution plan participant accounts. The firm manages roughly $21.9 million on behalf of about 39 client relationships, serving individuals, high‑net‑worth individuals, families, and small businesses.
Portfolios are built from client‑specific investment policy statements and combine Modern Portfolio Theory with fundamental, technical, cyclical, and charting analysis to construct diversified allocations using active and passive mutual funds, ETFs, and individual equities; accounts are reviewed at least quarterly and rebalanced as appropriate. Financial‑planning topics — including tax, estate, business, and employee‑benefit optimization — are integrated into portfolio advice, and the firm includes ongoing comprehensive planning within the investment relationship for clients who meet its asset threshold.
Distinctive operational features include the use of a third‑party platform to manage held‑away retirement participant accounts on a discretionary basis without assuming custody, and a one‑time tax strategy consultation that uses an AI tax‑analysis tool. The firm generally relies on custodial statements rather than providing its own written investment reports and does not vote client proxies, leaving voting and related communications to clients and their custodians.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
One-time comprehensive financial planning fixed fee between $400 and $2,000; ongoing financial planning upfront fee $1,000 to $2,000
$0 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.25% $3,000,001+: Negotiable
Project based consultation services at $150 per hour
Ongoing financial planning monthly fee ranging from $100 to $300
Minimum fee: $10.00 per month minimum fee for investment advisory services Fee-only: Financial planning fixed fees ranging from $400 to $2,000; ongoing financial planning monthly fees ranging from $100 to $300; hourly project fees $150/hour; one-time tax strategy consult $250
Main office location
DNA Wealth Management LLC
Pensacola FL, United States
Number of offices
1
Most active in
DNA Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · Florida
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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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