Dillow Wealth Management Llc
- Regulatory AUM
- $106M
- Discretionary
- $96.6M
- Clients
- 18
- Avg AUM / client
- $5.9M
- Accounts
- 147
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $437K | 0.41% |
| High net worth individuals | 14 | $106M | 99.6% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hughes, Christopher, Lee | Member | Aug 2014 (12y) | ≈ 7.5% – 25% via Ptps, Llc | |
| Timothy Louis Dillow | Chief Compliance Officer | CFP | Apr 2020 (6y) | ≈ 56.25% – 100% via Pbf Wealth Llc |
| Ian Peter Dillow | Registered representative | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Pbf Wealth Llc | Manager | Apr 2021 | A | 75% or more |
| Ptps, Llc | Member | Apr 2021 | A | 10% – 25% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hughes, Christopher, Lee: 75% – 100% of Ptps, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Timothy Louis Dillow: 75% – 100% of Pbf Wealth Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/25/2026 | 928 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $84.5M (80% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 25, 2026.
View current Form ADV (SEC/IAPD) ↗