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Dublin Wealth Management, Inc. (Birmingham)


Dublin Wealth Management, Inc. is an adviser based in Birmingham. It manages $14.15 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2010.

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Dublin Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dublin Wealth Management: assets under management

The assets under management (AUM) of Dublin Wealth Management, Inc. is $14.15 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.54 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dublin Wealth Management, Inc. 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 Birmingham

The principal office where Dublin Wealth Management, Inc. performs its advisory services is located at 5679 Colony Lane, Birmingham, AL 35226, which is also the mailing address of the firm. An additional office of the firm is in Wakefield, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 205-536-6284 or by fax 205-536-6297. The normal business hours are 8 a.m. to 5 p.m. (central) on Monday - Friday. You can find more information about the New York firm at www.dublinwealth.com.


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