D.M. Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,000,000
Total clients
195
0% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
65
Average account size
$241,026
About
D.M. Wealth Management serves individuals (including both high‑net‑worth and non‑HNW clients), trusts, estates, charitable organizations, corporations, investment clubs and other business entities, managing roughly $49.9 million across accounts overseen by three advisors. The firm provides discretionary portfolio management and financial planning and will, when appropriate, recommend or refer clients to third‑party advisers.
The firm’s investment process is customized to client objectives, starting with a risk‑tolerance assessment and providing continuous portfolio supervision and periodic re‑optimization. Analysis incorporates fundamental, technical, quantitative and cyclical methods, and strategies employed range from long‑term holdings to short‑term trading and option writing.
Noteworthy for a firm of its size, D.M. Wealth publishes a free email newsletter and conducts educational seminars and workshops for both the public and professional audiences, activities that are uncommon among peers. Leadership is actively involved in financial education and literacy initiatives, and the firm also uses third‑party managers when a client’s needs call for those services.
Client services
Expertise
Fee options
Fixed fees between $200 and $300 for specific financial planning services (e.g., Portfolio Analysis, Retirement Cash Flow Needs Analysis, Monthly Cash Flow Analysis)
$0+: 1.25% (standard management fee, subject to negotiation; can be lower) $0+: Up to 2.00% (maximum fee for complicating circumstances, subject to negotiation)
$100 to $150 per hour for financial planning and consulting services
Fee-only: Hourly financial planning and consulting fees ranging from $100 to $150 per hour; fixed fees from $200 to $300 for specific planning services
Main office location
D.M. Wealth Management, Inc.
309 East Main Street
Norman OK 73069, United States
Number of offices
1
Most active in
Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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