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CFP

Dustin Dinges

Forty North Wealth
30 Years of Experience
Glendale, CO
View SEC Summary
View SEC Summary

Dustin Dinges is a CFP-designated registered investment advisor at Forty North Wealth, based in Glendale, CO, with 30 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 534 clients with $350M in assets under management.

Forty North Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
534 clients
Average Client Portfolio
$657K average
Assets Under Management
$350.6M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum annual fee is 1.75%. Fees are negotiable and may vary by client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

650 South Cherry Street,, Suite 840, Glendale, CO, 80246

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dustin is a board member of the SE Denver Baseball League, a youth baseball organization, since January 2024. This takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Forty North Wealth
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
Security DistributorsBroker
December 2004 - September 2019 · 14 yrs 9 mos
Mutual of America Life Insurance CompanyBroker
August 1999 - November 2004 · 5 yrs 3 mos
Mutual of America Securities CorporationBroker
August 1999 - November 2004 · 5 yrs 3 mos
Mcdonald Investments INC.Broker
June 1999 - August 1999 · 2 mos
Mesirow Financial, INC.Broker
October 1995 - July 1997 · 1 yr 9 mos
Fidelity Brokerage Services, INC.Broker
November 1993 - October 1995 · 1 yr 11 mos
State Registrations2 states
COTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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