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
309 East Main Street, Norman, OK 73069
http://www.dmwealth.com
By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    423
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at D.m. Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Margaret Doviak, financial advisor Norman OK
Margaret F. Doviak
CRD#: 4608727
201 East Main Street, Norman, OK 73069

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, financial advisor Norman OK
Daniel W. Mitchell
CRD#: 2263169
309 East Main Street, Norman, OK 73069

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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