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Du Lac Wealth Services Logo
Du Lac Wealth Services CB Rank
390791
Heat Score
75
Du Lac Wealth Services provides tax preparation, retirement income planning, and risk and investment management services.
Founded
obfuscation
Private Cary, North Carolina, United States1-10 dulacwealthservices.com/
Financial Services
Risk Management
Wealth Management
Overview

Du Lac Wealth Services
Heat Score
75

Growth Score
pts
in past quarter
Heat Score 75
24 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Du Lac Wealth Services

CB Rank
390791
Du Lac Wealth Services provides tax preparation, retirement income planning, and risk and investment management services.
Founded
obfuscation
Private Cary, North Carolina, United States1-10 dulacwealthservices.com/
Financial Services
Risk Management
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number +1 919 468 3783
Contact Email james.mertens@lpl.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
Provides customized investment portfolios tailored to clients' goals, risk tolerance, and tax status, with ongoing monitoring and adjustments.
Retirement Income Planning
Develops strategies to align investment income with clients' retirement income needs, focusing on sustainable distributions and tax efficiency.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News

News and Press

News•May 12, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

589

IT Spend

$67.7KThis year, Du Lac Wealth Services is projected to spend $67.7K on IT, according to Aberdeen.

Active Website Tech Count

3Du Lac Wealth Services is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, Euro, and  CommonCrawl Top 100m.
Sub-Organizations
Frequently Asked Questions

Where is Du Lac Wealth Services's headquarters? Du Lac Wealth Services is located in Cary, North Carolina, United States.Who are Du Lac Wealth Services's competitors? Alternatives and possible competitors to Du Lac Wealth Services may include HighTower Advisors, Charles Schwab, and  Jackson.
Who We Are
What We Do
Helpful Links
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