DLAK WEALTH ADVISORS, LLC

WEST CHESTER, Ohio·2 registered advisors·CRD# 315670
SEC# 801-1222911513-914-1960
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DLAK WEALTH ADVISORS, LLC

2 registered advisors
Arianne M Cohen
WEST CHESTER, Ohio
Robert L Koscik
WEST CHESTER, Ohio
05

Office Locations

WEST CHESTER, Ohio
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. DLAK WEALTH ADVISORS, LLC (CRD# 315670) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.