DMLO WEALTH PLANNING, LLC

RIASEC RegisteredEst. 2023

Total AUM

$30.4M

Discretionary

$30.4M

100% of AUM

Avg account

$675K

Accounts

Employees

Advisory reps

Firm details

Headquarters: LOUISVILLE, Kentucky
CRD number: 316202
Registered since: July 7, 2023
Website: dmlowealthplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI70.78%
Individuals29.02%
Corporations / Businesses0.2%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Dmlo Wealth Planning, LLC is an independent registered investment adviser that serves both individual and institutional clients. The firm combines traditional financial planning with discretionary portfolio management and acts as a capital allocator to outside managers when appropriate. Core advisory activities include comprehensive financial planning, ongoing portfolio management for individuals and small businesses, pension consulting and the selection and oversight of third‑party advisers. The firm also runs educational workshops and seminars for clients. On fees, the firm uses a mix of percentage‑of‑assets, hourly and fixed‑fee arrangements, allowing flexibility for different client needs. Dmlo Wealth Planning does not position itself as an ESG‑focused investor. It maintains relationships with other industry professionals—accountants, insurance firms and other advisers—to deliver coordinated advice.