Dumont Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dumont Wealth is an independent registered investment adviser that provides discretionary and non‑discretionary asset management, financial planning, and referrals to third‑party money managers for individual and high‑net‑worth clients. The firm reports managing approximately $12.85 million for 17 clients and delivers ongoing portfolio monitoring and tailored financial plans.
The firm’s investment process blends charting (technical) analysis with modern portfolio theory and a long‑term trading orientation, and strategies may be implemented directly or through selected third‑party managers. Accounts are typically reviewed quarterly, governed by client investment policy statements, and may be managed on a discretionary basis with client‑imposed restrictions accommodated where feasible.
Distinctive aspects of the firm include a stated $1,000,000 account minimum and a concentrated client base, resulting in larger average account sizes than many peers in the independent category. The firm’s principal maintains a separate insurance agency that sells commissionable insurance products and is developing an InsurTech startup—outside business activities disclosed in the brochure that create potential conflicts of interest which the firm describes and manages.
Client services
Expertise
Fee options
Fixed fees ranging from $1,000 to $50,000 for financial planning
$0 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.00% $10,000,001+: 0.75%
$500 to $750 per hour for financial planning services
Account minimum: $1,000,000 Fee-only: Fixed fees between $1,000 and $50,000 for financial planning; hourly fees between $500 and $750 per hour for financial planning services
Main office
Miami FL
Advisors at this office
1
Most active in
Florida · New York · Texas
Also doing business as
Dumont Efficient Wealth · Dumont Wealth · Efficient Wealth Financial · Efficient Wealth Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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