D.M. WEALTH MANAGEMENT, INC.

Overview

D.M. Wealth Management, Inc. is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm operates as a capital allocator with a fee structure that includes percentage-of-AUM, hourly and fixed fees, and other arrangements. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and client education through newsletters and seminars. Investment activity centers on pooled public investments—chiefly mutual funds and other public fund vehicles—supplemented by corporate debt exposure and separately managed accounts. The firm does not identify itself as an active ESG investor and is not positioned as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices