DMLO WEALTH PLANNING, LLC of LOUISVILLE, KY is an SEC-registered investment adviser (CRD 316202). Regulatory assets under management: $30.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Beau Justin Handy | DIRECTOR AND FINANCIAL ADVISOR; MANAGING MEMBER | — |
| Stephen Randall Gibson | DIRECTOR AND FINANCIAL ADVISOR / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Christopher A Ward | DIRECTOR | — |
| WARD DANIEL A | DIRECTOR | — |
| HANDY BEAU JUSTIN | DIRECTOR AND FINANCIAL ADVISOR; MANAGING MEMBER | — |
| GIBSON STEPHEN RANDALL | DIRECTOR AND FINANCIAL ADVISOR / CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| JEFFERSONVILLE | IN | 2 | (812) 945-5236 |
| LOUISVILLE | KY | 2 | (502) 326-2308 |
| JEFFERSONVILLE | IN | 2 | (812) 945-5236 |
| LOUISVILLE | KY | 2 | (502) 326-2308 |