Dwv Advisors, Llc
- Regulatory AUM
- $157M
- Discretionary
- $157M
- Clients
- 15
- Avg AUM / client
- $10.4M
- Accounts
- 55
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $5.9M | 3.75% |
| High net worth individuals | 6 | $151M | 96.2% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dennis William Voigt | Managing Member/Chief Compliance Officer | Personal Financial Specialist | Aug 2009 (17y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- State Street $73.1M (47% of AUM) Jun 2026
- Hemenway & Barnes Llp $37.4M (35% of AUM) Mar 2024
- Fiduciary Trust Company $32.0M (20% of AUM) Jun 2026
- Hemingway Trust $30.5M (23% of AUM) Sep 2022
- Peoples Wealth $30.4M (23% of AUM) Sep 2022
- Hemingway & Barnes $27.1M (17% of AUM) Aug 2020
- Elizabeth Steele $24.3M (19% of AUM) Sep 2022
- Main Street Landing Llc $23.1M (20% of AUM) Jan 2024
- Interactive Brokers $19.9M (13% of AUM) Jun 2026
- Wilmington Trust Company $17.8M (12% of AUM) Jul 2025
- U.S. Trust Company $16.2M (10% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗