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Overview

Services

Advisor Services

  • Financial Planning

  • Other
    • -Selection of Other Advisors

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Dublin Wealth Management, Inc. 5 years, 10 months Apr 2010 - Present
Aura Asset Management 2 years Apr 2008 - Apr 2010
Aura Asset Management 1 year Apr 2007 - Apr 2008
Aura Financial Services, Inc. 9 years, 11 months Feb 2000 - Jan 2010
Are You
Kurt Erik Weselius?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Kurt Weselius

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 14, 2014
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 14, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Dublin Wealth Management, Inc.

Last updated on Feb. 24, 2015
    • $12.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 76
      Accounts
    • $168.5K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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