# DG Wealth

> DG Wealth is a state-registered investment advisory firm in Venice, FL, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 20, 2026.

- CRD: 325150
- Filed as: DG WEALTH
- Legal name: DG Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Venice, FL
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325150
- AdvisorCensus page: https://advisorcensus.com/firm/dg-wealth-venice-fl-325150

## Quick answers

**How is DG Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), DG Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is DG Wealth located?**
DG Wealth's principal office is in Venice, FL, according to its Form ADV.

**Is DG Wealth registered with the SEC or a state?**
DG Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325150.

**How much does DG Wealth manage?**
DG Wealth reports $10,410,000 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**What types of clients does DG Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (2); corporations or other businesses not listed above (1).

**Does DG Wealth 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/325150

## 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: $10,410,000
- Discretionary: $10,410,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $7,776,480 |
| High net worth individuals | 2 | $1,992,520 |
| Corporations or other businesses not listed above | 1 | $641,000 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mydgadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DG Wealth (CRD 325150): Form ADV filing data as of October 2026.