# Black DOG Wealth, LLC

> Black DOG Wealth, LLC is a state-registered investment advisory firm in Montclair, VA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 334464
- Filed as: BLACK DOG WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Montclair, VA
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334464
- AdvisorCensus page: https://advisorcensus.com/firm/black-dog-wealth-llc-montclair-va-334464

## Quick answers

**How is Black DOG Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Black DOG Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Black DOG Wealth, LLC located?**
Black DOG Wealth, LLC's principal office is in Montclair, VA, according to its Form ADV.

**Is Black DOG Wealth, LLC registered with the SEC or a state?**
Black DOG Wealth, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334464.

**How much does Black DOG Wealth, LLC manage?**
Black DOG Wealth, LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 19, 2026.

**What types of clients does Black DOG Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Black DOG Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334464

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blackdogwealth.com
- Facebook facebook.com
- Instagram @blackdogwealth
- LinkedIn @black-dog-wealth
- YouTube @BlackDogWealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Black DOG Wealth, LLC (CRD 334464): Form ADV filing data as of October 2026.