Dublin Wealth Management, Inc.

Dublin Wealth Management, Inc. (CRD# 153475) is a financial advisory firm headquartered in , . They manage $12,802,500 in 76 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    76
    ACCOUNTS
  • Average Account Value
    $168,454
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

AL, OH

Financial Advisors at Dublin Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kurt E. Weselius
CRD#: 4252915
Hoover, AL
93
Wealthminder
score

Kurt Weselius (CRD# 4252915) is an Investment Advisor Representative working at Dublin Wealth Management, Inc. in Hoover, AL and has over 13 years of experience in the finance industry.

2
James M. Burness
CRD#: 723795
Dublin, OH
38
Wealthminder
score

James Burness (CRD# 723795) is an Investment Advisor Representative working at Dublin Wealth Management, Inc. in Dublin, OH and has over 35 years of experience in the finance industry.

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