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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-07-2022
- Office Locations
- 1
Office Locations
About Dmlo Wealth Planning, LLC
DMLO Wealth Planning is a Louisville, KY financial planning and wealth management firm serving individuals, families, and small businesses. It builds comprehensive plans spanning insurance and estate documents, tax considerations, and an ongoing investment plan, with portfolios largely implemented via ETFs. The firm’s structured “Daydreaming” process—discover, create, depart, detail, and pilot—focuses on defining goals and monitoring course adjustments over time. Custody includes Schwab.
Reported data analysis
What the numbers show
Between February 28, 2025 and March 2, 2026, reported AUM increased 38.5%, from $21.9M to $30.4M.
Across 3 reported observations, AUM increased 113.5% between March 5, 2024 and March 2, 2026, from $14.2M to $30.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 90 clients, or 18 clients per representative. That equates to $337.5K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Dmlo Wealth Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN RANDALL GIBSON
FINANCIAL PLANNER, Managing Partner
- CRD
- #5557258
- Ownership
- Less than 5%
BEAU JUSTIN HANDY
FINANCIAL PLANNER, Managing Partner
- CRD
- #6015760
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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William Seth Stefan Alsup
Financial Planner
- CRD
- #7560580
WYATT PEYTON CALLISON
Financial Planner
- CRD
- #6743425
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,375,862 | $675,019 |
| Non-Discretionary | $0 | -- |
| Total | $30,375,862 | $675,019 |
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Separately Managed Accounts
SMA allocation detail is available
Dmlo Wealth Planning, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.