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Home > Retirement Planners > kentucky > louisville > DMLO WEALTH PLANNING, LLC
DMLO WEALTH PLANNING, LLC
2020 High Wickham Place
Suite 200
Louisville, Kentucky 40245
Tel: (502) 813-2100
About DMLO WEALTH PLANNING, LLC
DMLO WEALTH PLANNING, LLC, formally registered with the SEC as DMLO WEALTH PLANNING, LLC. The firm was established in 07/07/2023. They have over 4 offices throughout the country.
DMLO WEALTH PLANNING, LLC is a Louisville, Kentucky based Financial Planning firm with nearly $21,934,528 assets under management, offering retirement planning & investment advisory services to 73 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316202 |
| SEC# | 801-128291 |
| Assets Managed by Firm | $21,934,528 |
| No. of Clients | 73 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 73 | $21,934,528 |
| Individuals (other than high net worth individuals) | 28 | $7,838,878 |
| High net worth individuals | 5 | $14,095,650 |
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