RIA Intel›Advisers›Massachusetts›DLC WEALTH MANAGEMENT LLC

DLC WEALTH MANAGEMENT LLC

Advisory

MA

Data as of Jun 2, 2026 · Source: SEC Form ADV

Rank in MA

#1,523

of 1,590 advisers by AUM

Average account

$104K

across 26 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA, MA

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

18 clients

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

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

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EAST RIVER CAPITAL MANAGEMENT LLC

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