DLG Wealth Management LLC
Legal Name: DLG WEALTH MANAGEMENT LLC
Full Contact Details
DLG Wealth Management LLC
6 EXECUTIVE PARK DRIVE, CLIFTON PARK, NY
518-348-0060
518-348-0107
Other Info
DLG Wealth Management LLC is a New York-based limited liability company with a team of 13 professionals, including 10 advisory staff, serving a small client base. Their registration with the SEC has been approved since July 2009.
DLG Wealth Management
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Direct Owners
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QUAESTUS HOLDINGS, LLC
OWNER owns 75% or more
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WENDY-SUE ELLIOTT
CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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JOSEPH ALBERT LEO
EQUITY HOLDER OF QUAESTUS HOLDINGS, LLC owns more than 25% but less than 50%
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PTERODACTYL HOLDINGS
EQUITY HOLDER OF QUAESTUS HOLDINGS, LLC owns more than 25% but less than 50%
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SCOTT ALAN WEISMAN
EQUITY HOLDER OF PTERODACTYL HOLDINGS owns 75% or more