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PD

Paden A. Demuth

DHL WEALTH MANAGEMENT LLC
RICHARDSON, TX 75088
Some features on this profile are disabled
CRD#: 7365634
PD

Professional summary


Paden Ashlyn Demuth, who also goes by Paden Demuth, is a registered financial advisor currently at DHL WEALTH MANAGEMENT LLC located in Richardson, Texas.

Paden is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Paden has worked at 2 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Paden Demuth

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Paden Ashlyn Demuth'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®
None

Experience


Current

April 19, 2023 - Present

DHL WEALTH MANAGEMENT LLC

Office #1: 2435 N Central Expressway 775, Richardson, TX 75088
RIA
CRD#: 325335
RICHARDSON, TX
Past

April 28, 2021 - November 18, 2022

PEAK AMERICAN INVESTMENT ADVISORS, INC.

RIA
CRD#: 145056
PLANO, TX

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
California
(4/19/2023)
IAR
Florida
(5/15/2025)
IAR
Texas
(4/19/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/12/2021
Uniform Investment Adviser Law Examination

Current Firm


DW
DHL WEALTH MANAGEMENT LLC
DHL WEALTH MANAGEMENT | DHL WEALTH MANAGEMENT LLC | DHL WEALTH MANAGEMENT LIMITED LIABILITY COMPANY

CRD#: 325335 / SEC#:

California
Registered Investment Advisory firm - (4/19/2023 Approved)
Florida
Registered Investment Advisory firm - (5/15/2025 Approved)
Texas
Registered Investment Advisory firm - (4/19/2023 Approved)
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Contact information


Main Address
2435 N Central Expressway 775, Richardson, TX 75088
Mailing Address
Phone number
+1 (800) 402-8862
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts53
AUM (Assets Under Management)$ 7,450,363

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.

Company Information


DHL WEALTH MANAGEMENT LLC

CRD#: 325335Richardson, TX 75088

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