# Dalton Wealth Planners

Dalton Wealth Planners is a Multi Family Office based in Dalton, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dalton, United States
- **Region:** North America
- **Address:** Coral Gables, FL, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** daltonwealthplanners.com

## Regulatory record

- **CRD number:** 334952
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334952

## About

DALTON WEALTH PLANNERS is a state-registered investment adviser in Dalton, GA. The firm manages approximately $2 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management
- Financial Planning

## People

- David Dalton — Founder and CEO

## Questions

### Is Dalton Wealth Planners a broker-dealer or an RIA?

Dalton Wealth Planners operates as a Registered Investment Advisor (RIA) and is structured on a fee-only basis. The firm does not maintain broker-dealer or insurance agency affiliations, which means its revenue comes from client-paid advisory fees rather than commissions on product sales. This regulatory posture subjects the firm to fiduciary obligations under the Investment Advisers Act of 1940.

### What investment approach does the firm use?

The firm emphasizes long-term, goal-based portfolio construction using a mix of equities, fixed income, and alternative investments. Dalton Wealth Planners does not market proprietary investment products, which reduces embedded conflicts compared to vertically integrated wealth managers. Portfolio design is driven by client-specific tax and estate considerations rather than a single-model approach.

### Where does Dalton Wealth Planners' client base concentrate?

The firm's client base is concentrated in South Florida, particularly the Miami-Dade and Coral Gables corridors. Its typical clients include high-net-worth individuals, families, and professionals with local ties. The firm has not publicly expanded into additional geographic markets or opened satellite offices outside this region.

### Who makes investment decisions at the firm?

David Dalton, the founder and CEO, leads investment decision-making at Dalton Wealth Planners. The firm operates with a boutique structure, and material changes to portfolio strategy, manager selection, or asset allocation are understood to rest with the founder rather than a separate investment committee.

## Related profiles

- [Dainichi](https://altss.com/profile/dainichi-co)
- [Daly Investment Management](https://altss.com/profile/daly-investment-management-llc)

---

Last updated: 2026-07-06T01:24:15.093Z

Canonical page: https://altss.com/profile/dalton-wealth-planners

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology