Dna Wealth Management LLC

Dna Wealth Management LLC (CRD# 305791) is a financial advisory firm headquartered in , . They manage $17,862,818 in 103 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.dnawealthmgt.com
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $173,425
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL

Financial Advisors at Dna Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Leon Dulion, financial advisor Pensacola FL
Leon V. Dulion
CRD#: 6399871
Pensacola, FL

Leon Dulion (CRD# 6399871) is an Investment Advisor Representative working at Dna Wealth Management LLC in Pensacola, FL and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals