D.b. Wealth Management Group, LLC

D.b. Wealth Management Group, LLC (CRD# 135317) is a financial advisory firm headquartered in San Diego, CA. They manage $86,650,000 in 392 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    392
    ACCOUNTS
  • Average Account Value
    $221,046
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at D.b. Wealth Management Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeanne A. Bradfordodorico
CRD#: 1258060
1450 Frazee Rd., Suite 610, San Diego, CA 92108
96
Wealthminder
score

Jeanne Bradfordodorico (CRD# 1258060) is an Investment Advisor Representative working at D.b. Wealth Management Group, LLC in San Diego, CA and has over 26 years of experience in the finance industry. Jeanne Bradfordodorico has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael K. Donohue
CRD#: 1719933
1450 Frazee Rd., Suite 610, San Diego, CA 92108
96
Wealthminder
score

Michael Donohue (CRD# 1719933) is an Investment Advisor Representative working at D.b. Wealth Management Group, LLC in San Diego, CA and has over 29 years of experience in the finance industry. Michael Donohue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Bryce J. Porter
CRD#: 5111723
1450 Frazee Road, Suite 610, San Diego, CA 92108
87
Wealthminder
score

Bryce Porter (CRD# 5111723) is an Investment Advisor Representative working at D.b. Wealth Management Group, LLC in San Diego, CA and has 1 year of experience in the finance industry.

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