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Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-29-2003
- Office Locations
- 2
Office Locations
About D.m. Wealth Management, Inc.
D.M. Wealth Management, Inc. is a Norman, Oklahoma fee-only RIA providing holistic financial planning and ongoing portfolio management with regular reviews aligned to clients' investment policy statements. As fiduciaries, they deliver transparent guidance across cash flow, insurance, retirement, tax, and estate considerations, and implement portfolios using mutual funds and ETFs. No portfolio minimum; custody/platform includes Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 195 clients, or 65 clients per representative. That equates to $241.0K in reported AUM per client.
The profile lists 2 reported office locations and 23 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full D.m. Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARGARET FRAZIER DOVIAK
Chief Executive Officer, Owner
- CRD
- #4608727
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Daniel William Mitchell
--
- CRD
- #2263169
Emilee Catherine Tarver
--
- CRD
- #7315642
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $47,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
D.m. Wealth Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.