GREENWICH, CTCRD 155624Latest ADV February 19, 2026
The Dowling Group Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Greenwich, CT. Its latest Form ADV filing, dated February 19, 2026, reports $179M in regulatory assets under management, 3 employees, and 430 accounts.
Assets Under Management
$179M
Employees
3
Offices
--
Total Clients
324
Primary office
GREENWICH, CT
1171 E. PUTNAM AVENUE, #1B, GREENWICH, CT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.9% of total clients.
Top client categories% of clientsClients
1
Individuals
92.9%
301
2
HNWI
6.2%
20
3
Pension Plans
0.6%
2
4
Government
0.3%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$179Mas of February 19, 2026
Discretionary96.3%
$173M
96% of total RAUM96.3%
Non-discretionary3.7%
$7M
4% of total RAUM3.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$179M
Total Accounts430
10Y AUM Change+$40M (+28.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee108:1
10Y Employee Change-1 (-25.0%)
* 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.