A complete list of active advisors currently associated with Dundee Capital Management LLC

Warmer can help you find a great advisor at Dundee Capital Management LLC or one who fits your needs even better.

The firm provides wealth management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and businesses. It operates as a fee-only adviser and offers ongoing portfolio management alongside one-time, project-based financial planning engagements. Its investment approach centers on asset allocation implemented through a mix of passive and active strategies across stocks, bonds, mutual funds, and ETFs, and it may manage accounts on either a discretionary or non-discretionary basis with client-imposed restrictions permitted. Financial planning work covers retirement, college, estate, cash flow, business planning, and risk management, with written plans delivered for project engagements and periodic reviews for managed accounts. Noteworthy features include that the firm was formed and registered in 2026 and, as of the ADV filing, reports no assets under management or clients while operating with a single principal—an atypical regulatory snapshot for independent advisory firms. The principal holds CFP® certification, the firm relies on institutional custodial platforms (Charles Schwab and Altruist, including Altruist’s digital onboarding), and it supplements AUM-based advising with fixed-fee project planning, which are distinguishing operational characteristics for a firm at this stage.

To learn more about the advisors currently working at Dundee Capital 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.

Name	Location	Years of experience
Avery Wenck	Redondo Beach, CA	8

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