Sign in Sign up for free

Best, Depalma & Gummer Wealth Management, LLC (Westerville)


Best, Depalma & Gummer Wealth Management, LLC is an adviser based in Westerville. It manages $30.9 million of regulatory assets for 361 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Ohio.

Logo



Best, Depalma & Gummer Wealth Management 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.

Best, Depalma & Gummer Wealth Management: assets under management

The assets under management (AUM) of Best, Depalma & Gummer Wealth Management, LLC is $30.9 million. The firm's AUM has gone down by -78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.9 million in discretionary accounts and $18 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64.18 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $112.5 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Best, Depalma & Gummer Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Westerville

The principal office where Best, Depalma & Gummer Wealth Management, LLC performs its advisory services is located at 155 Commerce Park Drive, Westerville, OH 43082, 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 614-839-2090 or by fax 614-839-2091. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.bdgwealth.com.


Registered investment advisers similar to Best, Depalma & Gummer Wealth Management, LLC