Dwv Advisors, LLC
● SEC registered since 2012CRD 154148SEC# 801-76788Essex Junction, VT
Reg. AUM
$156.6M
Employees
1
Accounts
55
Location
Essex Junction, VT
Dwv Advisors, LLC assets under management
Dwv Advisors, LLC is an SEC-registered investment adviser based in Essex Junction, VT. The firm has been registered since 2012. It reports $156.6 million in regulatory assets under management and employs 1 people.
Dwv Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis William Voigt Control | Managing Member/Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Dwv Advisors, LLC manage?
Dwv Advisors, LLC reports $156.6 million in regulatory assets under management on its Form ADV.
How many employees does Dwv Advisors, LLC have?
Dwv Advisors, LLC reports 1 employees.
Where is Dwv Advisors, LLC located?
Dwv Advisors, LLC is based in Essex Junction, VT and has been SEC-registered since 2012.
Does Dwv Advisors, LLC disclose fund performance?
Dwv Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 76 Pearl St, Suite 205, Essex Junction, VT 05452 |
| Phone | 802-879-3766 |
| Fax | 802-878-1709 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156.6M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$156.6Mregulatory AUM
Discretionary $156.6M