# Dirigo Private Wealth

> Dirigo Private Wealth is a state-registered investment advisory firm in Nashville, TN, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 318002
- Filed as: DIRIGO PRIVATE WEALTH
- Legal name: Dirigo Private Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Nashville, TN
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318002
- AdvisorCensus page: https://advisorcensus.com/firm/dirigo-private-wealth-nashville-tn-318002

## Quick answers

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

**Where is Dirigo Private Wealth located?**
Dirigo Private Wealth's principal office is in Nashville, TN, according to its Form ADV.

**Is Dirigo Private Wealth registered with the SEC or a state?**
Dirigo Private Wealth is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318002.

**How much does Dirigo Private Wealth manage?**
Dirigo Private Wealth reports $24,800,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (93% discretionary).

**What types of clients does Dirigo Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (9); other (1).

**Does Dirigo Private 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/318002

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $24,800,000
- Discretionary: $23,000,000
- Non-discretionary: $1,800,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $13,000,000 |
| High net worth individuals | 9 | $10,000,000 |
| Other | 1 | $1,800,000 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- dirigoinvestments.com
- dirigoprivatewealth.com
- dirigopw.com
- Facebook facebook.com
- LinkedIn @dirigopw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Dirigo Private Wealth (CRD 318002): Form ADV filing data as of October 2026.