Leon Dulion
DNA Wealth Management · Pensacola, Florida
Leon Dulion is a fee-only financial advisor at DNA Wealth Management in Pensacola, Florida. Leon charges hourly fees and an ongoing planning fee (no asset minimum).
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Facts
| Firm | DNA Wealth Management |
|---|---|
| Based in | Pensacola, Florida |
| Fee model | Hourly · Ongoing planning fee |
| Fees (firm's website) | No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $21.9M across 100 accounts |
| SEC registration | Investment adviser representative in AL, FL · CRD 6399871 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.dnawealthmgt.com |
How Leon's firm compares
- DNA Wealth Management's average account is about $219,000, from its Form ADV (assets managed divided by 100 accounts).
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Questions about Leon
Is Leon Dulion a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leon holds no broker registration, and DNA Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leon charge for financial advice?
Leon charges hourly fees and an ongoing planning fee.
How much does Leon charge?
According to DNA Wealth Management's website, checked October 30, 2026: no asset minimum.
Does Leon work with clients virtually?
Yes. DNA Wealth Management says on its website that it works with clients remotely.
Where is Leon Dulion based?
Leon Dulion is based in Pensacola, Florida.
Is Leon Dulion registered with the SEC?
Yes. Leon Dulion is registered as an investment adviser representative in AL and FL (CRD 6399871), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DNA Wealth Management manage?
DNA Wealth Management reports $21.9M across 100 accounts in assets under management.
How do I contact Leon Dulion?
Through Leon's website, www.dnawealthmgt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- DNA Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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