D
Dublin Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,601,299
Clients
28
14% 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
28
TypicalAverage account size
$557,189
About
Dublin Wealth Management offers portfolio management, financial planning, and advisory services to individuals and a range of institutional clients. The firm reports managing about $15.6 million in discretionary assets for roughly 28 clients and provides ongoing investment supervisory services as well as fixed‑fee and hourly planning engagements.
The firm conducts an initial suitability review of each client’s overall financial situation and implements ongoing supervision on either a discretionary or non‑discretionary basis. Dublin Wealth Management may research and recommend third‑party money managers or wrap programs, monitor and rebalance accounts, and provide non‑securities advisory work when engaged.
Distinctively, the firm’s client roster includes several institutional and non‑profit categories—sovereign funds, municipalities, pension and profit‑sharing plans, charitable organizations, banking and insurance entities, and other investment advisers—which are uncommon for independent firms of this size. Dublin Wealth Management also documents formal compliance and trading practices (including access‑person reporting, an IPO allocation policy, trade aggregation procedures, and periodic account reviews) and does not custody client assets, relying on third‑party custodians for account statements.
Client services
Portfolio management
Expertise
Wealth management
Fee options
Fixed financial planning fees range from $500 to $5,000 depending on level and scope of services
$0 - $250,000: 0.25% - 2.00% $250,001 - $1,000,000: 0.25% - 2.00% $1,000,001 - $2,000,000: 0.25% - 2.00% $2,000,001+: Negotiable at DWM’s discretion
Hourly fees generally range from $125 to $500 per hour; Minimum fee $100 per calendar quarter; billed in 15-minute increments
Minimum fee: Minimum yearly fee of $100 Fee-only: Fixed fees from $500 to $5,000; Hourly fees generally ranging from $125 to $500 per hour; Minimum hourly billing $100 per calendar quarter
Most active in
Dublin Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Alabama
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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