# DLC Wealth Management

> DLC Wealth Management is a state-registered investment advisory firm in Winchester, MA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 330170
- Filed as: DLC WEALTH MANAGEMENT
- Legal name: DLC Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Winchester, MA
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330170
- AdvisorCensus page: https://advisorcensus.com/firm/dlc-wealth-management-winchester-ma-330170

## Quick answers

**How is DLC Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), DLC Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is DLC Wealth Management located?**
DLC Wealth Management's principal office is in Winchester, MA, according to its Form ADV.

**Is DLC Wealth Management registered with the SEC or a state?**
DLC Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330170.

**How much does DLC Wealth Management manage?**
DLC Wealth Management reports $2,691,971 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**What types of clients does DLC Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18).

**Does DLC 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/330170

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,691,971
- Discretionary: $2,691,971
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $2,691,971 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, MA
- 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. DLC Wealth Management (CRD 330170): Form ADV filing data as of October 2026.