# DCG Wealth Management

> DCG Wealth Management is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 310957
- Filed as: DCG WEALTH MANAGEMENT
- Legal name: DCG Advisory LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310957
- AdvisorCensus page: https://advisorcensus.com/firm/dcg-wealth-management-310957

## Quick answers

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

**Is DCG Wealth Management registered with the SEC or a state?**
DCG Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310957.

**How much does DCG Wealth Management manage?**
DCG Wealth Management reports $5,888,361 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**What types of clients does DCG Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (2).

**Does DCG Wealth Management 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/310957

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,888,361
- Discretionary: $5,888,361
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $3,054,602 |
| High net worth individuals | 2 | $2,833,759 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- demarconsultinggroup.com
- Facebook @alphemita
- Instagram @deedeebazefinplanner
- LinkedIn @deedeebaze

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DCG Wealth Management (CRD 310957): Form ADV filing data as of October 2026.