RIA Intel›Advisers›Florida›DG WEALTH LLC

DG WEALTH LLC

Advisory

VENICE, FL

Data as of Aug 20, 2026 · Source: SEC Form ADV

Rank in FL
#2,175
of 2,610 advisers by AUM
Average account
$174K
across 60 accounts
AUM per adviser
$3M
4 advisers

Source: SEC Form ADV. Figures as filed Aug 20, 2026.

Total AUM
$10M
Discretionary %
100%
Clients
34
Employees
4

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$10M
Discretionary AUM$10M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees4
Investment Advisers4
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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AMES CAPITAL MANAGEMENT, INC.
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