DMC Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,877,422
Total clients
68
19% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
68
Average account size
$968,786
About
DMC Wealth Management provides discretionary and non-discretionary investment management, stand‑alone financial planning, and pension consulting to individual clients — including high‑net‑worth households — as well as retirement plans and plan participants. The firm manages client portfolios and offers project‑based consulting services such as cash‑flow, retirement, estate and employee benefit reviews.
Portfolios are constructed from a mix of mutual funds and ETFs for most clients, with ongoing monitoring, periodic rebalancing, and client questionnaires used to tailor allocations to risk tolerance, time horizon and tax considerations. The firm documents client objectives in an initial discovery process and may provide portfolio consulting through specific programs (including American Funds Class F‑2 share arrangements) and other advisory overlays.
Compared with many peers, the firm also advises or recommends pooled and private investment vehicles (for example, private placements, REITs, limited partnerships and private funds) to qualified clients and requires the associated subscription and legal documentation for those investments. It also provides pension plan‑level consulting and participant education under ERISA‑related arrangements, and the lead adviser holds the CFP® designation while also conducting licensed insurance activities that may result in commission compensation.
Client services
Expertise
Occupation focus
Fee options
Fixed fees range from $1,000 to $10,000, depending on client circumstances and complexity
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $5,000,000: 1.10% Over $5,000,000+: Negotiable
Insurance products sales by owner earn commissions separate from advisory fees
$250 per hour, negotiable
Account minimum: No minimum dollar amount to open and maintain an advisory account; however, firm may terminate accounts below a minimum size deemed too small to manage effectively
Main office location
DMC Wealth Management, LLC
2101 Highland Avenue South, Suite 220
Birmingham AL 35205, United States
Number of offices
1
Most active in
Alabama
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")