DLW PLANNING INC.

DLW PLANNING INC. is an SEC-registered investment adviser (CRD 171690). Regulatory assets under management: $11.1M.

Registration

• CRD: 171690
• Type: Registered investment adviser
• Phone: 309-825-6949
• Latest filing: 2025-01-16
• Regulatory AUM: $11.1M
• Discretionary AUM: $4.7M
• Non-discretionary AUM: $6.4M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171690 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search