DCG Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DCG Wealth Management provides investment management and a range of financial planning services to individuals and high‑net‑worth households. Offerings include portfolio management implemented through outside managers (including use of Betterment for Advisors), project‑based engagements, and multi‑tiered planning packages.
The firm combines passive and active approaches and uses fundamental and technical analysis within a Modern Portfolio Theory framework, while delegating portfolio execution to outside managers and automated platforms and conducting periodic reviews and due diligence of those managers. For accounts under management DCG generally operates with discretionary authority as described in client agreements and coordinates implementation and reporting through its chosen custodial and platform relationships.
DCG is affiliated with related entities that provide tax preparation (DCG Tax LLC) and management consulting (DeMar Consulting Group), and the brochure discloses that principals devote time to those services while noting clients are not required to use affiliates. The firm also offers educational workshops and seminars to groups and the public—an offering that is relatively uncommon among peers—and its packaged planning services can include coordination with in‑house tax resources, which may appeal to clients seeking integrated planning and tax execution.
Client services
Expertise
Fee options
Fixed fees for Project-Based Financial Planning, amounts agreed upon before start
$0 - $1,000,000: 1.00% $1,000,001+: 0.50%
Project-Based Financial Planning at $350/hour
Account minimum: $1,000,000 Minimum fee: Annual advisory fee capped at $12,000 Fee-only: Financial Planning Packages: $2,500 (Bronze) to $12,000 (Platinum)
Main office
Estes Park CO
Advisors at this office
1
Most active in
California · Colorado · Texas
Also doing business as
Alphemita Financial Services · Alphemita LLC · Dcg Advisory LLC · Dcg Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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Lawyer
They provide legal services, typically billed separately.
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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
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