# DuBois Wealth Management

DuBois Wealth Management is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** duboiswealth.com

## Regulatory record

- **CRD number:** 310487
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/310487

## About

DUBOIS WEALTH MANAGEMENT, LLC is a state-registered investment adviser with $6 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

## Sectors

- Real Estate
- Private Credit
- Healthcare Services

## People

- Vanessa DuBois — Founder & Managing Director

## Questions

### Who runs investment decisions at DuBois Wealth Management?

Investment decisions are led by founder and Managing Director Vanessa DuBois. She chairs the firm's investment committee and directly oversees all client mandates. The firm's lean structure means the founder remains the central decision-maker on both direct investments and fund commitments.

### What investment assets does the firm typically target?

The firm focuses on private real estate and private credit. Real estate investments are concentrated in multifamily, industrial, and healthcare-related properties, while private credit involves senior secured lending to lower-middle-market companies. The common theme is contractual cash flows that reduce public-market correlation.

### Does DuBois Wealth Management participate in fund commitments or only direct deals?

The firm primarily executes direct investments but makes select fund commitments. These are reserved for managers where a co-investment relationship has been established, ensuring the firm maintains access to direct deal flow even when allocating through third-party vehicles.

### How is DuBois Wealth Management's founding tied to the 2008 financial crisis?

Vanessa DuBois launched the firm during the 2008 global financial crisis. This timing embedded a conservative underwriting philosophy focused on capital preservation and current income, which continues to differentiate the firm from multi-family offices that grew out of brokerage or wealth-advisory models.

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- [DSC Financial Advisors](https://altss.com/profile/dsc-financial-advisors-ltd)
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Last updated: 2026-07-06T01:24:15.585Z

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