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Overview

Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

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Kurt Erik Weselius?
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Designations & Memberships

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Articles and Answers

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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 13, 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 July 28, 2016
    • $11.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 70
      Accounts
    • $165.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
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