RIA Intel›Advisers›Texas›DHL WEALTH MANAGEMENT LIMITED LIABILITY COMPANY

DHL WEALTH MANAGEMENT LIMITED LIABILITY COMPANY

Advisory

RICHARDSON, TX

Data as of Aug 12, 2026 · Source: SEC Form ADV

Rank in TX

#2,416

of 2,813 advisers by AUM

Average account

$141K

across 53 accounts

AUM per adviser

$2M

4 advisers

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, TX

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

4 clients

2 high-net-worth

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

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