DL Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
130
Advisors
2
of 2 employees
About
DL Wealth Management Group provides ongoing portfolio management to individuals, high‑net‑worth clients, and pension or profit‑sharing plans. Services include creating tailored Investment Policy Statements, asset allocation and selection, and implementation across mutual funds, ETFs, fixed income, equities, annuities, hedge funds and private placements.
The firm’s investment process combines fundamental analysis, modern portfolio theory, quantitative and technical methods and employs both long‑term and short‑term trading to construct portfolios that reflect documented risk tolerances. DLWMG conducts quarterly reviews, tailors client programs to individual goals, and may refer portions of client assets to third‑party managers (for example, SEI Private Trust Co.), with clients paying both the firm’s advisory fee and any third‑party fees.
Distinctive features disclosed in the brochure include the principal’s licensed insurance and real estate broker/dealer activities and the firm’s occasional sale or recommendation of commissionable insurance and real estate products, which the firm identifies as potential conflicts of interest. The brochure also reports no assets under management as of March 2025 and notes additional outside business roles held by firm personnel, which can affect how services are delivered and how fees or commissions may be layered when third‑party managers are used.
Client services
Expertise
Fee options
Up to 1.25% annually
Commissions from sale of investment and insurance products via licensed insurance agent and real estate broker activities; commissions are not the primary source of compensation
Main office
6265 Greenwich Drive, Suite 150
San Diego CA 92121
Advisors at this office
2
Most active in
Arizona · California · Texas
Also doing business as
Daniel P. Laframboise, Inc. · Dl Wealth Management Group
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Daniel L
Series 63, Series 65
San Diego, CA
DL Wealth Management Group
Daniel Laframboise is a financial advisor with DL Wealth Management Group in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He is co-founder of Axion Wealth Advisors and has previously worked at First Financial Equity Corporation. DL Wealth Management Group provides portfolio management services to individuals, high-net-worth clients, and pension or profit-sharing plans, utilizing a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods to tailor investment strategies across a broad range of asset classes.
William D
Series 66
San Diego, CA
DL Wealth Management Group
William Delano is a financial advisor at DL Wealth Management Group with 18 years of industry experience. He holds a Series 66 designation and previously worked at First Financial Equity Corporation and Daniel P. Laframboise, Inc. He is also owner of an administrative and IT services business. DL Wealth Management Group provides ongoing portfolio management to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, quantitative and technical methods, and employs both long-term and short-term trading strategies tailored to clients’ risk tolerances.
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