RIA Intel›Advisers›Florida›DOLPHIN WEALTH MANAGEMENT, INC.

DOLPHIN WEALTH MANAGEMENT, INC.

Advisory

CLEARWATER, FL

Data as of Aug 18, 2026 · Source: SEC Form ADV

Rank in FL

#1,746

of 2,610 advisers by AUM

Average account

$166K

across 223 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 18, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$37M

Discretionary AUM$12M

Non-Discretionary AUM$25M

Discretionary %32.8%

Total Clients142

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

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

142 clients

21 high-net-worth

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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