Dalton J. Helvey

1977 WEALTH

MIAMI, FL 33137

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CRD#: 6928893

Professional summary

Dalton Jacob Helvey is a registered financial advisor currently at 1977 WEALTH, LLC located in Miami, Florida.

Dalton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Dalton has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Lionkey Capital, LLC; Investment related; Hedge Fund; Manager; U.S. Private Wealth is the management company for this fund; 20+ hrs./ month; 2 hrs.; Portfolio Management, Fund Formation, Raising Capital.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dalton Jacob Helvey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 6, 2026 - Present

1977 WEALTH, LLC

Office #1: 2125 Biscayne Blvd. Suite 204 #27449, Miami, FL 33137

RIA

CRD#: 343350

MIAMI, FL

Past

June 6, 2019 - August 28, 2026

U.S. PRIVATE WEALTH, LLC

RIA

CRD#: 167288

PALM BEACH GARDENS, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(8/17/2026)

IAR

Texas
(8/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/29/2019

Uniform Investment Adviser Law Examination

Current Firm

1977 WEALTH, LLC

CRD#: 343350 / SEC#: 801-137004

RIA

Registered Investment Advisory firm - (8/5/2026 120-Day Approval)

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Contact information

Main Address

2125 Biscayne Blvd. Suite 204 #27449, Miami, FL 33137

Mailing Address

Phone number

(561) 419-9444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

1977 WEALTH FIRM BROCHURE (8/18/2026)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Dalton J. Helvey

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dalton Jacob Helvey's CRS (Customer Relationship Summary).

Certified licenses

Experience

1977 WEALTH, LLC

U.S. PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/29/2019

Current Firm

1977 WEALTH, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

1977 WEALTH, LLC

TRUST BUT VERIFY

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