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D/W Financial Consultants LLC (Potomac)


D/W Financial Consultants LLC is an adviser based in Potomac. It manages $22.69 million of regulatory assets for 108 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Maryland, Virginia, and West Virginia.

D/W Financial Consultants provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

D/W Financial Consultants: assets under management

The assets under management (AUM) of D/W Financial Consultants LLC is $22.69 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $22.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $210.13 thousand each.
D/W Financial Consultants has custody of $26.39 million in cash and securities for 144 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay D/W Financial Consultants LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Potomac

The principal office where D/W Financial Consultants LLC performs its advisory services is located at 1201 Seven Locks Road, Potomac, MD 20854 6901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-251-0444 or by fax 301-251-0446. The normal business hours are 7 am to 9 pm on Monday - Friday.


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