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
Dublin Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management16MILLION
-
Total Number of Accounts44ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, OH
Financial Advisors at Dublin Wealth Management, Inc.
1
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 (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.
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