Dubois Wealth Management, LLC

Dubois Wealth Management, LLC (CRD# 310487) is a financial advisory firm headquartered in , . They manage $2,978,500 in 36 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • Average Account Value
    $82,736
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Dubois Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Dubois, financial advisor Mcdonough GA
Richard K. Dubois
CRD#: 1434130
Mcdonough, GA

Richard Dubois (CRD# 1434130) is an Investment Advisor Representative working at Dubois Wealth Management, LLC in Mcdonough, GA and has over 38 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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