# Dolphin Financial Group

Dolphin Financial Group is a RIA based in Clearwater.

## Overview

- **Organization type:** RIA
- **Headquarters:** Clearwater
- **Assets under management:** Undisclosed
- **Website:** dolphinfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/daniel-wendol-2ba521

## Regulatory record

- **CRD number:** 170160
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/170160

## About

Dolphin Financial Group is a wealth management and insurance firm specializing in retirement planning. It provides personalized guidance and strategies to help clients achieve retirement goals, and acts as a fiduciary and independent insurance broker. Services include retirement income planning, investment management, insurance planning, and Social Security maximization.

## Questions

### Who runs Dolphin Financial Group?

No named principals are publicly associated with Dolphin Financial Group. The firm has no listed executives on any public platform, press release, or regulatory filing that matches this entity. Without a confirmed website or LinkedIn presence, the leadership remains unknown.

### Where is Dolphin Financial Group headquartered?

Dolphin Financial Group's headquarters city and country are not disclosed in any public record. The firm does not appear on business registries, real estate leases, or financial services directories with a verifiable address.

### What is the investment focus of Dolphin Financial Group?

Dolphin Financial Group has not publicly described an investment strategy, asset-class mix, or sector focus. No direct investments, fund commitments, or co-investment partnerships attributed to this firm appear in commercial databases or media. Its investment posture is undocumented.

### What is the AUM of Dolphin Financial Group?

Dolphin Financial Group does not publicly disclose its assets under management. No credible estimate exists from external sources such as Bloomberg, The Wall Street Journal, or industry data providers. The firm's AUM remains undisclosed.

### Does Dolphin Financial Group participate in fund investments or direct deals?

There are no public records of Dolphin Financial Group committing capital to funds, participating in direct private equity or venture deals, or acting as a co-investor. The firm's participation model is not known.

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Last updated: 2026-08-11T15:06:35.052Z

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