Investment adviser representative · Dundee Capital Management LLC
Avery D. Wenck
CRD 6852928 · Redondo Beach, CA
At a glance
Avery D. Wenck is an investment adviser representative with Dundee Capital Management LLC in Redondo Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Avery’s SEC record dates to 2018, about 8 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Dundee Capital Management LLCSince August 2026Redondo Beach, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2018 (8 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Avery’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.