Dmlo Wealth Planning, LLC
Dmlo Wealth Planning, LLC is an SEC-registered ria in Louisville, KY with $30.4M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Dmlo Wealth Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316202, SEC 801-128291, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $30.4M (2026-03-02)
- Firm type
- Ria
- Location
- Louisville, KY
- Employees
- 9
- Clients
- 45
- CRD
- 316202
- Ownership
- DEMING, MALONE, LIVESAY & OSTROFF, P.S.C. (DBA "DMLO CPAS"); Ward, Christopher, A; HANDY, BEAU, JUSTIN; GIBSON, STEPHEN, RANDALL; GUIDANCE CONSULTING, LLC
How much AUM does Dmlo Wealth Planning, LLC have?
Dmlo Wealth Planning, LLC reported $30.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Dmlo Wealth Planning, LLC?
Disclosed owners and executives of Dmlo Wealth Planning, LLC include DEMING, MALONE, LIVESAY & OSTROFF, P.S.C. (DBA "DMLO CPAS"), Ward, Christopher, A, HANDY, BEAU, JUSTIN, GIBSON, STEPHEN, RANDALL, GUIDANCE CONSULTING, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.