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DMLO WEALTH PLANNING, LLC
CRD 316202 · SEC 801-128291
2020 HIGH WICKHAM PLACE, SUITE 200, LOUISVILLE, KY, 40245, United States
Phone
(502) 813-2100
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$30.4M
Discretionary AUM
$30.4M
Team
9 total employees; 5 advisory reps; 45 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 33 | $8.8M |
| High net worth individuals | 10 | $21.5M |
| Corporations/business entities | 2 | $61K |
States served
IN, KY
All web addresses on file
Official SEC filing: View on IAPD