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Dennis William Voigt

Dwv Advisors, LLC

Essex Junction, VT

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Current Employers
Dwv Advisors, Llc

76 Pearl St Suite 205, Essex Junction, VT 05452 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2010-08-30
  • VT RA
    APPROVED
    Since 2010-08-30

Branch Locations

76 Pearl St Suite 205, Essex Junction, VT 05452 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dwv Cpa Pc Essex Junction VT 09/1990 Present
Dwv Advisors, Llc Essex Junction VT 08/2009 Present
  • 09/1990 → Present
    Dwv Cpa Pc
    Essex Junction, VT
  • 08/2009 → Present
    Essex Junction, VT
Other Businesses

Dennis William Voigt is the president and owner of the CPA firm DWV CPA PC. From time to time, he will offer clients advice or products from those activities. BMJCM will always act in the best interest of the client. DWV Advisors LLC; Member; investment related: Yes; 76 Pearl St, Suite 205 Essex Junction VT 05452 USA; This entity will provide overall financial advisory services to businesses and individuals that are accounting and tax clients of DWV CPA PC and businesses and individuals that are investment management clients of DWV Asset Management LLC. This firm will be the umbrella firm with the CPA firm and the RIA firm each separately performing their services in accordance with their separate legal and regulatory requirements. Each of the entities are owned as follows: DWV Advisors LLC - 100% Dennis Voigt DWV CPA PC - 95% Dennis Voigt DWV Asset Management LLC - 100% Dennis Voigt; Duties: Oversee and/or deliver the performance of financial advisory services provided to clients of the CPA firm and/or the RIA firm.; 2022-04-01; Hours per month devoted to business during trading hours: 33; Hours per month devoted to business outside trading hours: 12; Percentage of total yearly compensation expected to be derived from the business: 33.3;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-09
  • S65 Uniform Investment Adviser Law Examination
    2006-06-09
Designations

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