← Back to searchVisit website
D.M. WEALTH MANAGEMENT, INC.
CRD 128194
309 EAST MAIN STREET, NORMAN, OK, 73069, United States
Phone
405-329-8884
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$47.0M
Discretionary AUM
$47.0M
Team
3 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 195 | $47.0M |
All web addresses on file
Official SEC filing: View on IAPD