Dna Wealth Management LLC
Dna Wealth Management LLC (CRD# 305791) is a financial advisory firm headquartered in , . They manage $17,862,818 in 103 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Dna Wealth Management LLC
By the Numbers
-
Total Assets Under Management18MILLION
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Total Number of Accounts103ACCOUNTS
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Average Account Value$173,425
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
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AL, FL
Financial Advisors at Dna Wealth Management LLC
1
Leon Dulion (CRD# 6399871) is an Investment Advisor Representative working at Dna Wealth Management LLC in Pensacola, FL and has over 9 years of experience in the finance industry.
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