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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Owner & Executives
STEPHEN RANDALL GIBSON
Chief Compliance Officer, DIRECTOR, Financial Advisor, FINANCIAL PLANNER, Managing Partner, Partner, Senior Partner, Wealth Manager
- CRD
- #5557258
- Ownership
- Less than 5%
BEAU JUSTIN HANDY
Chief Compliance Officer, DIRECTOR, Financial Advisor, FINANCIAL PLANNER, Managing Member, Managing Partner
- CRD
- #6015760
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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WYATT PEYTON CALLISON
Financial Planner
- CRD
- #6743425
NICHOLAS EDWARD WHITMER
Financial Planner
- CRD
- #6236559
Showing 2 of 5 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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