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| DSS Wealth Management Inc
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| |
|---|---|
| CRD # | 314640 |
| SEC # | 801-121671 |
| CIK # | |
| AUM | $29.0 MM (2024-06-10) |
| Employees | 4 (100% Investors, 25% Brokers) |
| Phone | 916-865-9070 |
| Address | 275 Wiregrass Parkway West Henrietta, NY 14586 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 29.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 29.0 |
| By Discretionary | ||
| Discretionary | 1 | 29.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 29.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 29.0 | |
| Total | 1 | 29.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Subversive Capital Advisor LLC
✚
|
NY | 0.0 |
|
Cumberland Hill Capital Management LLC
✚
|
TX | 0.0 |
|
PNC Steel City Advisors LLC
✚
|
IL | 0.0 |
|
Coleman Capital US LLC
✚
|
SC | 0.0 |
|
Aspire Strategist Portfolios LLC
✚
|
NY | 0.0 |
|
Timber Point Capital Management LLC
✚
|
NY | 0.0 |
|
Russell Investments Commodity Advisor LLC
✚
|
WA | 0.0 |
|
Group RMC Investment Advisor LLC
✚
|
NY | 0.0 |
|
CURA & Senectus Investment AG
✚
|
0.0 | |
|
QIEF Management LLC
✚
|
0.0 |