A complete list of active advisors currently associated with DNA Wealth Management LLC

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DNA Wealth Management provides investment management, financial planning (one‑time, ongoing subscription, and project/hourly engagements), and participant account management for defined‑contribution plan participant accounts. The firm manages roughly $21.9 million on behalf of about 39 client relationships, serving individuals, high‑net‑worth individuals, families, and small businesses. Portfolios are built from client‑specific investment policy statements and combine Modern Portfolio Theory with fundamental, technical, cyclical, and charting analysis to construct diversified allocations using active and passive mutual funds, ETFs, and individual equities; accounts are reviewed at least quarterly and rebalanced as appropriate. Financial‑planning topics — including tax, estate, business, and employee‑benefit optimization — are integrated into portfolio advice, and the firm includes ongoing comprehensive planning within the investment relationship for clients who meet its asset threshold. Distinctive operational features include the use of a third‑party platform to manage held‑away retirement participant accounts on a discretionary basis without assuming custody, and a one‑time tax strategy consultation that uses an AI tax‑analysis tool. The firm generally relies on custodial statements rather than providing its own written investment reports and does not vote client proxies, leaving voting and related communications to clients and their custodians.

To learn more about the advisors currently working at DNA Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.