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| Happy Holidays!! thanks for using AUM13F!! |
| DWV Advisors LLC
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|---|---|
| CRD # | 154148 |
| SEC # | 801-76788 |
| CIK # | |
| AUM | $148.4 M (2025-07-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 802-879-3766 |
| Address | 76 Pearl St Essex Junction, VT 05452 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 4.0 |
| (b) Individuals (high net worth individuals) | 7 | 144.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (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 | 51 | 148.4 |
| By Discretionary | ||
| Discretionary | 51 | 148.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 51 | 148.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.4 | |
| Total | 51 | 148.4 |
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|---|---|---|
|
Wolfstich Capital LLC
✚
|
MA | 0.1 |
|
Peachcap Tax & Advisory LLC
✚
|
GA | 0.1 |
|
Garner Financial Management Inc
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CA | 0.1 |
|
McIntyre Freedman & Flynn Investment Advisers Inc
✚
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MA | 0.1 |
|
Emeth Value Capital LLC
✚
|
LA | 0.1 |
|
Morman Kaplan Brilliant and Fransko LLC
✚
|
MI | 0.1 |
|
Strategas Asset Management LLC
✚
|
NY | 0.1 |
|
Chancellor Wealth Management Inc
✚
|
GA | 0.1 |
|
Keenan LLC
✚
|
MA | 0.1 |
|
Brooktree Capital Management Inc
✚
|
MI | 0.1 |