DMC WEALTH MANAGEMENT, LLC

DMC WEALTH MANAGEMENT, LLC of BIRMINGHAM, AL is an SEC-registered investment adviser (CRD 299804). Regulatory assets under management: $65.9M.

Registration

• CRD: 299804
• Type: Registered investment adviser
• Location: 2101 HIGHLAND AVENUE SOUTH, BIRMINGHAM, AL, 35205
• Phone: 205-431-3500
• Latest filing: 2026-03-24
• Regulatory AUM: $65.9M
• Discretionary AUM: $59.3M
• Non-discretionary AUM: $6.5M
• Clients: 1
• Accounts: 150

Business model

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

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 299804 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search