Daniel Island Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Daniel Island Wealth Management provides comprehensive financial planning and tailored portfolio management to high‑net‑worth individuals, corporations, and charitable organizations. The firm reports approximately $24 million in discretionary assets across about 18 client relationships and states it does not impose a formal account minimum.
Its investment process combines fundamental analysis, technical analysis, and modern portfolio theory, with a preference for low‑fee exchange‑traded funds and long‑term trading while generally avoiding margin and options. DIWM prepares an Investment Policy Statement for each client, uses a third‑party platform to effect trades, and reviews accounts at least quarterly.
The firm operates as a small, solo‑practitioner advisory with a single designated advisor and uses two client‑facing trade names (Daniel Island Wealth Management and Mount Pleasant Wealth Management) to serve different local client bases. Founders’ backgrounds—including a former Navy intelligence officer with business school training and a CEO with prior JPMorgan experience who also teaches at a university—along with disclosed referral arrangements with third‑party lead providers are notable aspects of its profile.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $499,999: 0.5000% quarterly $500,000 - $999,999: 0.4000% quarterly $1,000,000+: 0.2500% quarterly
Main office
295 Seven Farms Drive, Suite 201
Daniel Island SC 29492
Advisors at this office
2
Most active in
Illinois · South Carolina
Also doing business as
Barrington Wealth And Asset Management · Barrington Wealth And Asset Management, LLC · Daniel Island Wealth Management, LLC · Mount Pleasant Wealth Management
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Grant M
Series 65
Daniel Island, SC
Daniel Island Wealth Management, LLC
Grant Meyer is a financial advisor at Daniel Island Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he served 13 years in the United States Air Force and spent one year at the University of Chicago. Daniel Island Wealth Management provides comprehensive financial planning and tailored portfolio management to high-net-worth individuals, corporations, and charitable organizations. The firm employs a combination of fundamental analysis, technical analysis, and modern portfolio theory, with a focus on low-fee exchange-traded funds and long-term trading, and manages approximately $24 million in discretionary assets across about 18 client relationships.
Nicholas K
Series 65
Daniel Island, SC
Daniel Island Wealth Management, LLC
Nicholas Kalkas is a financial advisor at Daniel Island Wealth Management, LLC with two years of industry experience. Before entering the advisory field, he served in the United States Navy for 20 years and worked at the University of Chicago for one year. He holds a Series 65 designation. Daniel Island Wealth Management provides comprehensive financial planning and portfolio management to high-net-worth individuals, corporations, and charitable organizations. The firm employs a mix of fundamental and technical analysis alongside modern portfolio theory, favoring low-fee exchange-traded funds and long-term trading strategies.
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