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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-1999
- Office Locations
- 1
Office Locations
About Detterbeck Wealth Management
Detterbeck Wealth Management (DWM) is a fee-only, fiduciary RIA delivering holistic wealth management that integrates financial planning, tax-reduction strategies, investment portfolio stewardship, estate planning coordination, and independent insurance reviews (they do not sell insurance). Serving clients nationwide from Palatine, IL and the Charleston, SC area, DWM runs a proprietary process supported by AI-powered custom software; custody is with Charles Schwab.
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Owner & Executives
LESTER GEORGE DETTERBECK III
Chairman Of The Board, Secretary, TREASURER, Wealth Manager
- CRD
- #1557457
- Ownership
- 50% but less than 75%
BRETT MARRIOTT DETTERBECK
Chief Compliance Officer, Chief Operating Officer, Partner, PORTFOLIO MANAGER, President
- CRD
- #2474237
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,490,132 | $360,790 |
| Non-Discretionary | $18,718,885 | $275,278 |
| Total | $279,209,017 | $353,429 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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