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Beau Justin Handy

Director And Financial AdvisorDmlo Wealth Planning, LLCCRD 6015760

About Beau Justin Handy

Beau Justin Handy is listed as Director And Financial Advisor at Dmlo Wealth Planning, LLC in Louisville, KY. Form ADV reports a beneficial ownership band of Under 5%. Beau Justin Handy is associated with 4 registered advisers.

Reported ownership

Owns Under 5% of Dmlo Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Beau Justin Handy work?

Beau Justin Handy is listed as Director And Financial Advisor at Dmlo Wealth Planning, LLC on SEC Form ADV.

How much of Dmlo Wealth Planning, LLC does Beau Justin Handy own?

Form ADV reports a beneficial ownership band of Under 5%.

Dmlo Wealth Planning, LLC

TitleDirector And Financial Advisor
OwnershipUnder 5%
Control personYes
Since2023

Dynamic Market Advantage, LLC

TitleManaging Member And Chief Compliance Officer
Ownership50-75%
Control personYes
Since2022

Guidance Capital, Inc.

TitleManaging Partner And Financial Planner / Chief Compliance Officer
Ownership50-75%
Control personYes
Since2022

Dmlo Wealth Planning, LLC

TitleManaging Member
Ownership50-75%
Control personYes
Since2022