Dvb Private Wealth LLC
● SEC registered since 2026CRD 341684SEC# 801-136547Harrisburg, PA
Reg. AUM
$225.7M
Employees
7
Accounts
538
Location
Harrisburg, PA
Dvb Private Wealth LLC assets under management
Dvb Private Wealth LLC is an SEC-registered investment adviser based in Harrisburg, PA. The firm has been registered since 2026. It reports $225.7 million in regulatory assets under management and employs 7 people.
Dvb Private Wealth LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dvb Financial LLC Control | Managing Member | Over 75% | 2014 |
| Jason Velencia Control | Coo | Under 5% | 2026 |
| Justine Laurren Hoch Control | Cco / Client Relationship Manager | Under 5% | 2026 |
| Michael Benkovic Control | Ceo | Under 5% | 2026 |
| Michael Benkovic Control | Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Dvb Private Wealth LLC manage?
Dvb Private Wealth LLC reports $225.7 million in regulatory assets under management on its Form ADV.
How many employees does Dvb Private Wealth LLC have?
Dvb Private Wealth LLC reports 7 employees.
Where is Dvb Private Wealth LLC located?
Dvb Private Wealth LLC is based in Harrisburg, PA and has been SEC-registered since 2026.
Does Dvb Private Wealth LLC disclose fund performance?
Dvb Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4800 Linglestown Road, Suite 304, Harrisburg, PA 17112 |
| Phone | 7176526901 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$225.7MNo change
Sep '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$225.7Mregulatory AUM
Discretionary $181.6MNon-discretionary $44.1M