PPrivate Fund Data Log in Join · $37/mo

Dmlo Wealth Planning, LLC

● SEC registered since 2023CRD 316202SEC# 801-128291Louisville, KY
Export (members)
Reg. AUM
$21.9M
Employees
12
Accounts
73
Location
Louisville, KY

Dmlo Wealth Planning, LLC assets under management

Dmlo Wealth Planning, LLC operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2023. It reports $21.9 million in regulatory assets under management and employs 12 people.
dmlowealthplanning.comView on SEC.gov ↗

Dmlo Wealth Planning, LLC owners & executives

7 reported
NameTitleOwnershipSince
Beau Justin Handy ControlDirector And Financial AdvisorUnder 5%2023
Christopher A Ward ControlDirectorUnder 5%2021
Deming, Malone, Livesay & Ostroff, P.s.c. (dba "dmlo Cpas") ControlMember50-75%2021
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Dmlo Wealth Planning, LLC manage?

Dmlo Wealth Planning, LLC reports $21.9 million in regulatory assets under management on its Form ADV.

How many employees does Dmlo Wealth Planning, LLC have?

Dmlo Wealth Planning, LLC reports 12 employees.

Where is Dmlo Wealth Planning, LLC located?

Dmlo Wealth Planning, LLC is based in Louisville, KY and has been SEC-registered since 2023.

Does Dmlo Wealth Planning, LLC disclose fund performance?

Dmlo Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2020 High Wickham Place, Suite 200, Louisville, KY 40245
Phone(502) 813-2100
Office hours9:00a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$21.9M
Non-discretionary$0
Total (RAUM)$21.9M