Dtm3 Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,352,824
Total clients
62
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
62
Average account size
$312,142
About
DTM3 Corporation provides investment advisory and financial planning services to a mix of individual clients, trustees, charitable organizations, and business entities, and supplements investment advice with non‑securities services such as insurance evaluations, estate and trust consultation, and business consulting. The firm also offers project‑based consulting and occasional educational seminars or workshops aimed at client education and plan implementation.
Investment advice is delivered through written financial plans and Investment Policy Statements, with discretionary portfolio management typically implemented using third‑party investment advisors and strategic portfolio managers. The firm employs both fundamental and technical analysis, recommends custodial platforms and model marketplaces (such as Altruist and, for some accounts, Envestnet), and conducts at‑least‑annual reviews to align portfolios with client goals.
Noteworthy differences from many peers include that DTM3 is a licensed insurance agency whose principals receive customary insurance commissions when insurance products are recommended, and it expressly serves corporate and business clients with services like insurance and benefits analysis and business succession planning. The firm manages roughly $13.9 million in client assets and emphasizes coordination with outside professionals and administrative support (for example, assistance with tax documentation), which can lead to layered use of third‑party managers and custodial platforms.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business succession planning
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Planning fees may be negotiated on a per project or retained basis
Commissions earned from insurance product sales and referrals
Hourly planning and consulting fees at $300 per hour, negotiable
Fee-only: Planning and consulting fees at $300 per hour, negotiable on case-by-case basis
Main office location
Dtm3 Corporation
Snohomish WA, United States
Number of offices
1
Most active in
Dtm3 Corporation has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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")