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).
Total Assets Under Management13MILLION
Total Number of Accounts76ACCOUNTS
Average Account Value$168,454
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Kurt Weselius (CRD# 4252915) is an Investment Advisor Representative working at Dublin Wealth Management, Inc. in Hoover, AL and has over 14 years of experience in the finance industry.
James Burness (CRD# 723795) is an Investment Advisor Representative working at Dublin Wealth Management, Inc. in Dublin, OH and has over 36 years of experience in the finance industry.