DVB Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$181,610,902
Clients
240
Advisors
4
of 7 employees
About
DVB Private Wealth is an SEC‑registered investment adviser managing about $225.7 million for roughly 240 clients with a four‑advisor team. The firm serves individuals, foundations, trusts, estates, corporations and business owners and provides discretionary portfolio management, comprehensive financial planning, retirement plan advisory, and consulting services.
The firm describes a top‑down, macro‑environmental investment approach that emphasizes tactical asset allocation, sector rotation and a relative growth/value framework, implemented across mutual funds, ETFs, individual equities, fixed income, alternatives and structured products. Accounts are typically managed on a discretionary basis with ongoing portfolio review and rebalancing, and DVB may implement strategies through the LPL Strategic Wealth Management platform and ERISA 3(21) plan arrangements.
The brochure discloses several features that are less common among peers: DVB is newly registered with the SEC (June 2026) and details an unaffiliated promoter arrangement for client referrals, as well as affiliated entities that provide special‑needs coordination (DVB Cares LLC) and insurance services (DVB Risk Management LLC), each of which creates referral and compensation relationships the firm discloses and discusses. The firm also notes arrangements for managing legacy broker‑dealer insurance products through DPL Financial Partners and states that proxy voting is left to clients rather than being handled by the adviser.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting fees range from $3,000 to $25,000, fees negotiated and agreed upon in advance.
$0+: up to 2.00% annually, negotiable on a client-by-client basis +:
Commissions may be earned on insurance products sold by licensed insurance agents affiliated with the firm; insurance commissions do not offset advisory fees.
$300/hour for financial planning services if billing is prorated upon early termination.
Account minimum: $500,000 Fee-only: Annual investment advisory fee based on percentage of assets under management up to 2.00%, negotiable; fees billed quarterly in advance and prorated for partial periods.
Main office
4800 Linglestown Road, Suite 304
Harrisburg PA 17112
Advisors at this office
4
Most active in
Florida · Louisiana · Maryland · Pennsylvania
Also doing business as
Dvb Private Wealth · Dvb Private Wealth LLC · Life Beyond You
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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.
Quick links
Advisors at this firm
Michael B
CFP®, Series 66
Harrisburg, PA
DVB Private Wealth
Michael Benkovic is a CFP® and holds a Series 66 license with 21 years of industry experience. He is currently with DVB Private Wealth, joining in 2026 after prior roles at Private Advisor Group, LLC and LPL Financial, LLC. His background includes providing insurance services as part of his financial advisory work. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, employing a top-down, macro-environmental investment approach that emphasizes tactical asset allocation and sector rotation with discretionary portfolio management.
Jason V
CFP®, Series 66
Harrisburg, PA
DVB Private Wealth
Jason Velencia is a CFP® with eight years of industry experience, currently serving as a financial advisor at DVB Private Wealth. He previously worked at Private Advisor Group, LLC and LPL Financial LLC, with earlier experience at Inter-Lux and Jeezny Consulting, LLC. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million across about 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners with discretionary portfolio management, comprehensive financial planning, retirement plan advisory, and consulting services, employing a top-down, macro-environmental investment approach.
Chase S
Series 65
Harrisburg, PA
DVB Private Wealth
Chase Shields is a financial advisor at DVB Private Wealth in Harrisburg, PA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at DVB Financial and New York Life, as well as five years at Drexel University. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for around 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, offering discretionary portfolio management, financial planning, retirement plan advisory, and consulting services with a top-down, macro-environmental investment approach.
Craig V
Series 65
Harrisburg, PA
DVB Private Wealth
Craig Velencia is a financial advisor at DVB Private Wealth in Harrisburg, PA, holding a Series 65 credential with one year of industry experience. Prior to joining DVB Private Wealth, he spent six years with LAXtastic and served six years in the U.S. Coast Guard. DVB Private Wealth is an SEC-registered investment adviser managing approximately $225.7 million for around 240 clients. The firm serves individuals, foundations, trusts, estates, corporations, and business owners, using a top-down, macro-environmental investment approach that incorporates tactical asset allocation, sector rotation, and a relative growth/value framework.
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