CRD: 299804
DMC Wealth Management, LLC
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- Custodian
- American Funds · Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-08-2019
- Office Locations
- 1
Office Locations
About DMC Wealth Management, LLC
DMC Wealth Management, LLC is a Birmingham, AL RIA providing investment management and comprehensive financial planning for families and professionals including business owners, executives, physicians, attorneys and retirees. Portfolios are globally diversified using active/passive strategies across ETFs, mutual funds, index funds, stocks and bonds. Collaborative, goals-based fiduciary approach with ongoing monitoring and coordination with tax and estate advisors as needed; custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 90.1% is discretionary and 9.9% is non-discretionary.
The firm reports 1 advisory representatives and 70 clients, or 70 clients per representative. That equates to $941.1K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
DAVID MICHAEL CLARK
CFP , Chief Compliance Officer, Managing Member
- CRD
- #2808694
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,348,832 | -- |
| Non-Discretionary | $6,528,590 | -- |
| Total | $65,877,422 | -- |
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Separately Managed Accounts
SMA allocation detail is available
DMC Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.