# Dumont Wealth

Dumont Wealth is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** dumontwealth.com
- **LinkedIn:** https://www.linkedin.com/company/dumont-wealth

## Regulatory record

- **CRD number:** 291981
- **SEC file number:** 801-112419
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291981

## About

Dumont Wealth is an SEC-registered investment adviser with $13 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Does Dumont Wealth manufacture its own investment products?

No. Dumont functions as an open-architecture advisor, selecting third-party managers and constructing portfolios from external funds, separately managed accounts, and direct securities. The firm does not operate proprietary mutual funds, ETFs, or private-equity vehicles, which reduces the conflict of interest inherent in in-house product distribution.

### Does Dumont Wealth provide estate-planning and tax services in-house?

Dumont coordinates estate-planning and tax strategy but does not maintain an in-house legal or accounting practice. The firm works with a network of external attorneys, CPAs, and insurance specialists to execute family goals, while retaining central oversight of the advisory relationship.

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Last updated: 2026-06-03T20:00:00.000Z

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