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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARGARET FRAZIER DOVIAK
Chief Executive Officer, Owner
- CRD
- #4608727
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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