# D&S Wealth Management Group

D&S Wealth Management Group is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 323020
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323020

## About

D&S Wealth Management Group is a state-registered investment adviser with $52 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Who leads investment decisions at D&S Wealth Management Group?

No specific named principals or leadership roles are publicly disclosed for D&S Wealth Management Group. The firm's management team and decision-making structure are not evident from public records. Allocators seeking this information should contact the firm directly.

### What investment stages or asset classes does D&S Wealth Management Group target?

The firm targets traditional asset classes such as equities and fixed income, supplemented by alternative investments including private real estate and private equity. Stage focus (growth equity, venture capital, etc.) is not specified in public sources.

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

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