# Daniel Island Wealth Management, LLC

> Daniel Island Wealth Management, LLC is a state-registered investment advisory firm in Daniel Island, SC, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 331593
- Filed as: DANIEL ISLAND WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Daniel Island, SC
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331593
- AdvisorCensus page: https://advisorcensus.com/firm/daniel-island-wealth-management-llc-daniel-island-sc-331593

## Quick answers

**How is Daniel Island Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Daniel Island Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Daniel Island Wealth Management, LLC located?**
Daniel Island Wealth Management, LLC's principal office is in Daniel Island, SC, according to its Form ADV.

**Is Daniel Island Wealth Management, LLC registered with the SEC or a state?**
Daniel Island Wealth Management, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331593.

**How much does Daniel Island Wealth Management, LLC manage?**
Daniel Island Wealth Management, LLC reports $24,500,000 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (100% discretionary).

**What types of clients does Daniel Island Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (7).

**Does Daniel Island Wealth Management, 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/331593

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $24,500,000
- Discretionary: $24,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $1,200,000 |
| High net worth individuals | 11 | $23,300,000 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- charlestonwealthmanagement.com
- danielislandwealthmanagement.com
- danielislandwm.com
- diwealthmanagement.com
- mountpleasantwealthmanagement.com
- mtpleasantwealthmanagement.com
- mtpwm.com
- Facebook @danielislandwealthmanagement.com
- Facebook @mtpwm
- Instagram @diwealthmanagement
- Instagram @hkalkasmtpwm
- LinkedIn @daniel-island-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Daniel Island Wealth Management, LLC (CRD 331593): Form ADV filing data as of October 2026.