# DVB Private Wealth

> DVB Private Wealth is an SEC-registered investment advisory firm in Harrisburg, PA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

- CRD: 341684
- Filed as: DVB PRIVATE WEALTH
- Legal name: DVB Private Wealth LLC
- Also doing business as: LIFE BEYOND YOU
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Harrisburg, PA
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/341684
- AdvisorCensus page: https://advisorcensus.com/firm/dvb-private-wealth-harrisburg-pa-341684

## Quick answers

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

**Where is DVB Private Wealth located?**
DVB Private Wealth's principal office is in Harrisburg, PA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is DVB Private Wealth registered with the SEC or a state?**
DVB Private Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 341684.

**How much does DVB Private Wealth manage?**
DVB Private Wealth reports $225,713,958 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (80% discretionary).

**What types of clients does DVB Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (200); high net worth individuals (40); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does DVB Private Wealth use?**
DVB Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC and Voya Financial Partners, LLC as custodians holding 10% or more of its separately managed account assets.

**Does DVB 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 SEC record: https://adviserinfo.sec.gov/firm/summary/341684

**What changed in DVB Private Wealth's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in FL, LA, MD.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC
- Voya Financial Partners, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $225,713,958
- Discretionary: $181,610,902
- Non-discretionary: $44,103,056

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 200 | $64,023,257 |
| High net worth individuals | 40 | $117,587,645 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $44,103,056 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, MD, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- York, PA

### Websites listed on Form ADV (Item 1.I)
- dvbprivatewealth.com
- lifebeyondyou.org
- Facebook @dvbprivatewealth
- Facebook facebook.com
- LinkedIn @dvbprivatewealth
- YouTube @life_beyond_you

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in FL, LA, MD.

### July 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DVB Private Wealth (CRD 341684): Form ADV filing data as of October 2026.