DLAK Wealth Advisors Email Formats
Financial Services • 
Washington, Ohio, United States • 11-20 Employees
DLAK Wealth Advisors Email Formats
DLAK Wealth Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@dlakadvisors.com), used 62.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@dlakadvisors.com | 62.5% |
{first name}.{last name} | john.doe@dlakadvisors.com | 37.5% |
Key Contacts at DLAK Wealth Advisors
Jennifer Cyrus
Vice President & Director Of Operations
Arianne Cohen
Vice President & Director Of Operations
Company overview
| Headquarters | 7755 Paragon Rd, Dayton, Ohio 45459, US |
| Phone number | +15135791114 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2005 |
| Employees | 11-20 |
| Socials |
About DLAK Wealth Advisors
We are an independent investment advisory firm, which means that we do not provide any proprietary products. We manage clients money in investment solutions based on the needs of the client and not based on potential commissions to be generated. Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and distinguished service. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 419 Plum Street; Cincinnati, OH 45202. Phone: (513) 579-1114. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America© (Guardian), New York, NY. DLAK Wealth Advisors LLC is not an affiliate or subsidiary of PAS or Guardian and is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. 7435320.1 Exp 1/27
Employees by Management Level
Total employees: 11-20
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Employees
Employees by Department
DLAK Wealth Advisors has 10 employees across 2 departments.
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Number of employees
Funding Data
DLAK Wealth Advisors has never raised funding before.
DLAK Wealth Advisors Tech Stack
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