DL Wealth Management

Finance · 11-50 Employees

View Company Info for Free

Overview

Phone Number

(985) 853-2100

Revenue

$7.3 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About DL Wealth Management

DL Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial independence. DL Wealth Management is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed with the goal of helping growth, protection, and to conserve your wealth by delivering an unprecedented level of personalized service and expertise. Based in Houma, DL Wealth Management combines over four decades of experience in serving families and business owners across south Louisiana. Today, we employ six investment professionals and a support staff dedicated to delivering high quality service on a consistent basis. Through their affiliation with LPL Financial, the professionals at DL Wealth Management provide fRead more
DL Wealth Management's Social MediaPopular SearchesDl Wealth ManagementDlwealthWealth ManagementDl WealthSIC Code 62,628NAICS Code 52,523Show more

DL Wealth Management Org Chart

DL

Chief Executive Officer

PhoneEmail

Is DL Wealth Management your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to DL Wealth Management

Compare insights from companies similar to DL Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

DL Wealth Management

$7.3M
11-50
Private
-
-
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2013
JM
John McdonoughPresident & Founder
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

DL Wealth Management Tech Stack

A closer look at the technologies used by DL Wealth Management

Top Finance Companies

Frequently Asked Questions Regarding DL Wealth Management

What is DL Wealth Management's official website?
DL Wealth Management's official website is www.dlwealthmanagement.com
What is DL Wealth Management's Revenue?
DL Wealth Management's revenue is $7.3 Million
What is DL Wealth Management's SIC code?
DL Wealth Management's SIC: 62,628
What is DL Wealth Management's NAICS code?
DL Wealth Management's NAICS: 52,523
How many employees does DL Wealth Management have?
DL Wealth Management has 11-50 employees
What industry does DL Wealth Management belong to?
DL Wealth Management is in the industry of: Finance, Securities Trading
What is DL Wealth Management competition?
DL Wealth Management top competitors include: T A Wealth Management, Echelon Wealth Management, Tunxis Wealth Management, Titan Wealth Management
What technology does DL Wealth Management use?
Some of the popular technologies that DL Wealth Management uses are: GoDaddy DNS, DigiCert, Amazon Web Hosting, Broadridge Advisor Solutions
How do I contact DL Wealth Management?
DL Wealth Management contact info: Phone number: (985) 853-2100 Website: www.dlwealthmanagement.com
What does DL Wealth Management do?

DL Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial independence. DL Wealth Management is a comprehensive... financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed with the goal of helping growth, protection, and to conserve your wealth by delivering an unprecedented level of personalized service and expertise. Based in Houma, DL Wealth Management combines over four decades of experience in serving families and business owners across south Louisiana. Today, we employ six investment professionals and a support staff dedicated to delivering high quality service on a consistent basis. Through their affiliation with LPL Financial, the professionals at DL Wealth Management provide financial planning services for individuals, corporations, trusts and retirement accounts with investable assets totaling in excess of $375,000,000* as of July of 2014.Read More

What are DL Wealth Management social media links?
DL Wealth Management Facebook page
Is DL Wealth Management a public company?
DL Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about DL Wealth Management

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.