ESSEX JUNCTION, VTCRD 154148Latest ADV April 24, 2026
Dwv Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Essex Junction, VT. Its latest Form ADV filing, dated April 24, 2026, reports $157M in regulatory assets under management, 1 employee, and 55 accounts.
Assets Under Management
$157M
Employees
1
Offices
--
Total Clients
15
Primary office
ESSEX JUNCTION, VT
76 PEARL ST, SUITE 205, ESSEX JUNCTION, VT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.0% of total clients.
Top client categories% of clientsClients
1
Individuals
60.0%
9
2
HNWI
40.0%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$157Mas of April 24, 2026
Discretionary100.0%
$157M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$157M
Total Accounts55
10Y AUM Change+$15M (+10.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee15:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.