D.M. Wealth Management, Inc.

RIAState Registered

Total AUM

$47M

Discretionary

$47M

100% of AUM

Avg account

$118K

Accounts

400

Employees

Advisory reps

Firm details

Headquarters: Norman, Oklahoma
CRD number: 128194
Website: www.dmwealth.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

D.M. Wealth Management, Inc. is an independent, Oklahoma-registered advisory firm organized as a corporation and owned by an individual. The practice focuses on individuals and families and operates as a capital allocator that builds client portfolios using third‑party managers when appropriate. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, pension consulting services, manager selection, periodic publications and educational workshops. The firm charges fees using a mix of percentage of assets under management, hourly rates, fixed fees and other arrangements. D.M. Wealth Management does not position itself as an ESG investor.