← Back to searchVisit website
DMC WEALTH MANAGEMENT, LLC
CRD 299804
2101 HIGHLAND AVENUE SOUTH, SUITE 220, BIRMINGHAM, AL, 35205, United States
Phone
205-431-3500
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$65.9M
Discretionary AUM
$59.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; PENSION PLAN COMPENSATION
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $5.2M |
| High net worth individuals | 13 | $55.9M |
| Pooled investment vehicles | 1 | $641K |
| Pension/profit sharing plans | 1 | $4.2M |
All web addresses on file
Official SEC filing: View on IAPD