D.m. Wealth Management, Inc.
D.m. Wealth Management, Inc. (CRD# 128194) is a financial advisory firm headquartered in Norman, OK. They manage $18,018,745 in 198 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts198ACCOUNTS
Average Account Value$91,004
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
Margaret Doviak (CRD# 4608727) is an Investment Advisor Representative working at D.m. Wealth Management, Inc. in Norman, OK and has over 15 years of experience in the finance industry. Margaret Doviak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.