RIA Intel›Advisers›South Carolina›DANIEL ISLAND WEALTH MANAGEMENT, LLC

DANIEL ISLAND WEALTH MANAGEMENT, LLC

Advisory

DANIEL ISLAND, SC

Data as of Jun 8, 2026 · Source: SEC Form ADV

Average account
$462K
across 53 accounts
AUM per adviser
$12M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 8, 2026.

Total AUM
$25M
Discretionary %
100%
Clients
18
Employees
3

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$25M
Discretionary AUM$25M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, SC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

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

ATLANTIC CAPITAL INVESTMENTS, LLC
$24M
CAROLINA PLANNING GROUP LLC
$25M
AZALEA MANAGEMENT COMPANY, LLC
GREENVILLE, SC
$25M
-12.0% 1Y
CAPITAL WEALTH GROUP LLC
COLUMBIA, SC
$24M
CAROLOPOLIS FIDUCIARY COUNSEL, INC.
$25M
-79.0% 1Y
ASCENSION WEALTH ADVISORS, LLC
MT. PLEASANT, SC
$25M

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