RIA Intel›Advisers›Florida›DNA WEALTH MANAGEMENT LLC

DNA WEALTH MANAGEMENT LLC

Advisory

FL

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in FL

#1,965

of 2,610 advisers by AUM

Average account

$219K

across 100 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$22M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, FL

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

39 clients

13 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

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

ZONE INVESTMENT MANAGEMENT, LLC

$22M

INSIGNEO WEALTH ADVISORS, LLC

$22M

THOMAS R. NOONAN, INC.

$22M

GLOBALINVEST FINANCIAL SERVICES, INC.

CORAL GABLES, FL

$22M

SAN BLAS CAPITAL, LLC

$22M

PREMIER INVESTMENT MANAGEMENT INC

$22M

Get the full picture on DNA WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DNA WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans