DH
Dalton J. Helvey
U.S. PRIVATE WEALTH
PALM BEACH GARDENS, FL 33410
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CRD#: 6928893
DH
Professional summary
Dalton Jacob Helvey is a registered financial advisor currently at U.S. PRIVATE WEALTH, LLC located in Palm Beach Gardens, Florida.
Dalton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Dalton has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Dalton Jacob Helvey's 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®
NoneExperience
Current
June 6, 2019 - Present
U.S. PRIVATE WEALTH, LLC
Office #1: 3001 Pga Boulevard Suite 103, Palm Beach Gardens, FL 33410RIA
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
Arkansas(4/11/2022)
IAR
Florida(6/6/2019)
Current Firm
UP
U.S. PRIVATE WEALTH, LLC
RETIRE WELL, LLC | WALL WEALTH MANAGEMENT, LLC | WALL PRIVATE WEALTH, LLC | U.S. PRIVATE WEALTH, LLC
CRD#: 167288 / SEC#:
Arkansas
Registered Investment Advisory firm - (4/11/2022 Approved)Florida
Registered Investment Advisory firm - (4/10/2013 Approved)New Jersey
Registered Investment Advisory firm - (9/8/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (5/23/2013 Approved)Texas
Registered Investment Advisory firm - (7/27/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4822 Northlake Blvd Suite A, Palm Beach Gardens, FL 33418
Mailing Address
Phone number
(561) 855-4635
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 403 |
| AUM (Assets Under Management) | $ 107,892,710 |
Red Flags
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