Dublin Wealth Management, Inc.

Dublin Wealth Management, Inc. (CRD# 153475) is a financial advisory firm headquartered in , . They manage $15,601,299 in 44 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $354,575
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
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
James Burness, financial advisor Birmingham AL
James M. Burness
CRD#: 723795
Birmingham, AL

James Burness (CRD# 723795) is an Investment Advisor Representative working at Dublin Wealth Management, Inc. in Birmingham, AL and has over 42 years of experience in the finance industry.

2
Kurt Weselius, financial advisor Birmingham AL
Kurt E. Weselius
CRD#: 4252915
Birmingham, AL

Kurt Weselius (CRD# 4252915) is an Investment Advisor Representative working at Dublin Wealth Management, Inc. in Birmingham, AL and has over 20 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.

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