D.M. WEALTH MANAGEMENT, INC.

D.M. WEALTH MANAGEMENT, INC. of NORMAN, OK is an SEC-registered investment adviser (CRD 128194). Regulatory assets under management: $47.0M.

Registration

• CRD: 128194
• Type: Registered investment adviser
• Location: 309 EAST MAIN STREET, NORMAN, OK, 73069
• Phone: 405-329-8884
• Latest filing: 2026-03-30
• Regulatory AUM: $47.0M
• Discretionary AUM: $47.0M
• Clients: 3
• Accounts: 400

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128194 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search