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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at D.m. Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
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 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.

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