Dwv Advisors, LLC

Registered investment advisor · Essex Junction, Vermont · CRD #154148

Assets Under Management

$157M

Client Accounts

Employees

CRD Number

154148

Registration

SEC Registered

Custodian

State Street Bank And Trust Company, Fiduciary Trust, Wilmington Trust, Interactive Brokers Llc, Us Trust

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Dwv Advisors, LLC

Dwv Advisors, LLC is a SEC-registered investment advisory firm headquartered in Essex Junction, Vermont, managing approximately $157M in regulatory assets across 55 client accounts. The firm's full regulatory record is filed with the SEC under CRD #154148.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Dwv Advisors, LLC

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Frequently Asked Questions

What is Dwv Advisors, LLC's AUM?

Dwv Advisors, LLC reports approximately $157M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Dwv Advisors, LLC headquartered?

Dwv Advisors, LLC is headquartered in Essex Junction, Vermont.

What is Dwv Advisors, LLC's CRD number?

Dwv Advisors, LLC's CRD number is 154148. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.