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DETTERBECK WEALTH MANAGEMENT

DWM FINANCIAL GROUP, INC.

CRD 111594 · SEC 801-110527

Visit website

110 N. BROCKWAY, SUITE 330, PALATINE, IL, 60067, United States

Phone

847-934-6262

Fax

847-934-5495

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$279.2M

Discretionary AUM

$260.5M

Team

6 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals75$30.4M
High net worth individuals90$248.8M

States served

CO, IL, LA, NC, SC, NH, FL

All web addresses on file

Official SEC filing: View on IAPD