DMLO WEALTH PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$30,375,862
Discretionary
$30,375,862
Non-discretionary
$0
Firm details
- CRD number
- 316202
- SEC file number
- 801-128291
- Main office
- LOUISVILLE, KY, United States
- Employees
- 9
- SEC status
- Approved
- Website
- http://dmlowealthplanning.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.