# DLB Wealth Advisors LLC

> DLB Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 147897
- Filed as: DLB WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147897
- AdvisorCensus page: https://advisorcensus.com/firm/dlb-wealth-advisors-llc-147897

## Quick answers

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

**Is DLB Wealth Advisors LLC registered with the SEC or a state?**
DLB Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147897.

**How much does DLB Wealth Advisors LLC manage?**
DLB Wealth Advisors LLC reports $19,732,914 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does DLB Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (3).

**Does DLB Wealth Advisors 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/147897

## 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: $19,732,914
- Discretionary: $19,732,914
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $10,402,079 |
| High net worth individuals | 3 | $9,330,835 |

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DLB Wealth Advisors LLC (CRD 147897): Form ADV filing data as of October 2026.