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Dawson Wealth Management

Dawson Wealth Management is not an actively registered IAR.

Advisors (0)

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No advisors listed.

Firm Assets Under Management

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$109.0M
Total Assets
450
Accounts
$242.2K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart
  •   Heider, Joseph, Patrick (50% to 75%)
  •   Sherman, Duane, Michael (25% to 50%)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Sherman, Duane, Michael Vice President 01/01/2002
Michael Joseph Kmetz Chief Financial Officer 05/01/1992
Coral Eugena Farley Chief Compliance Officer 01/01/2005
Laura Lynn Sternheimer Vice President Financial Planning 02/01/2006
Carl Anthony Sorboro Chief Operating Office 01/01/2007

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
1340 Depot St
Cleveland , OH 44116
Phone Number: 440-333-9000
Other Offices Address City State Zip
419 Second Street Marietta OH 45750
428 Second Street Marietta OH 45750
2267 Village Mall Drive Mansfield OH 44901

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Fixed Fees