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DVB PRIVATE WEALTH

HARRISBURG, PA · CRD 341684 · IAPD ↗ · 7176526901

$225.7MRegulatory AUM
4Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

46
October 2026 — DVB PRIVATE WEALTH notice-filed in FL, LA, MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2026 — DVB PRIVATE WEALTH (HARRISBURG, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.