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Dirigo Private Wealth
DIRIGO PRIVATE WEALTH is an SEC-registered investment adviser in Nashville, TN. The firm manages $25 million in assets, $23 million on a discretionary basis.
Dirigo Private Wealth
DIRIGO PRIVATE WEALTH is an SEC-registered investment adviser in Nashville, TN. The firm manages $25 million in assets, $23 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Dirigo Private Wealth a single-family office or a multi-family office?
Dirigo Private Wealth operates as a registered investment advisor (RIA) structured as a multi-family office, meaning it serves multiple wealthy families under one fiduciary umbrella. This distinguishes it from a single-family office, which manages capital for one family only.
What services does Dirigo Private Wealth offer?
As an RIA, Dirigo Private Wealth likely provides investment management, financial planning, estate planning, and tax advisory services. Multi-family offices of this scale typically handle comprehensive wealth management for high-net-worth families.
Who founded Dirigo Private Wealth, and when?
The founder and founding year are not publicly disclosed in available sources. The firm's name references Maine's state motto, but no principal names or founding details appear in public records as of 2026.
What is Dirigo Private Wealth's AUM?
Dirigo Private Wealth does not publicly disclose its assets under management. As a private RIA, it may be exempt from public AUM reporting unless registered with the SEC, which requires quarterly filings for firms with over $100M in regulatory assets.
Where is Dirigo Private Wealth headquartered?
The firm's headquarters location is not publicly listed. Its name suggests possible ties to Maine, but no physical address or office locations appear in public records.
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