D.m. Wealth Management, Inc.
D.m. Wealth Management, Inc. (CRD# 128194) is a financial advisory firm headquartered in Norman, OK. They manage $46,549,222 in 423 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
D.m. Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management47MILLION
-
Total Number of Accounts423ACCOUNTS
-
Average Account Value$110,045
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OK, TX
Financial Advisors at D.m. Wealth Management, Inc.
1
Margaret Doviak (CRD# 4608727) is an Investment Advisor Representative working at D.m. Wealth Management, Inc. in Norman, OK and has over 21 years of experience in the finance industry.
2
Daniel Mitchell (CRD# 2263169) is an Investment Advisor Representative working at D.m. Wealth Management, Inc. in Norman, OK and has over 31 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.