RIA Intel›Advisers›Maryland›D&S WEALTH MANAGEMENT GROUP, LLC

D&S WEALTH MANAGEMENT GROUP, LLC

Advisory

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in MD

#447

of 468 advisers by AUM

Average account

$370K

across 141 accounts

AUM per adviser

$52M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$52M

Discretionary %

100%

Clients

57

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$52M

Discretionary AUM$52M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients57

Team

Total Employees2

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

57 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

CRISTATA WEALTH SOLUTIONS, LLC

$52M

+1.2% 1Y

BLUE MARLIN HOLDCO LLC

BETHESDA, MD

$53M

+41.0% 1Y

TUMA FINANCIAL, LLC

$51M

BRYAN INVESTMENTS, LLC

$51M

GAINESWOOD INVESTMENT MANAGEMENT, INC.

BALTIMORE, MD

$54M

-14.8% 1Y

PICKET FENCE FINANCIAL, LLC

FOREST HILL, MD

$50M

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