Dishow Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,400,000
Clients
14
7% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
TypicalAverage account size
$100,000
About
Dishow Wealth Management LLC serves a small client base that includes individual investors (including high-net-worth clients), small businesses, and retirement plans, providing discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement planning. The firm’s services also cover college savings strategies, general tax-efficient investment guidance, and budgeting and debt management as part of tailored client engagements.
The firm constructs custom portfolios using a diversified mix of ETFs, mutual funds, individual equities, and fixed-income securities, guided by a blend of fundamental, technical, and macroeconomic analysis, with regular monitoring and rebalancing. Financial education is offered either within ongoing advisory relationships or through separate consultations, and the adviser coordinates with clients’ tax professionals when appropriate.
Noteworthy for a single-advisor RIA managing roughly $1.4 million for 14 clients, the firm works with retirement plans and small-business clients in ways that resemble pension consulting and institutional portfolio management, and it maintains an organizational brokerage account at Charles Schwab for firm operational and model purposes. The combination of small scale with services commonly found at larger firms — including educational workshops and retirement-plan/pension consulting — distinguishes its client mix and service offerings from many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
Social Security optimization
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General tax planning
Fee options
$500–$5,000 depending on scope
up to 1.50% annually
$150–$500 per hour
Main office location
Dishow Wealth Management LLC
Shelby Township MI, United States
Number of offices
1
Most active in
Dishow Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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