# DMLO WEALTH PLANNING, LLC

DMLO WEALTH PLANNING, LLC of LOUISVILLE, KY is an SEC-registered investment adviser.

## Registration

- CRD: 316202
- Type: SEC-registered investment adviser
- SEC file number: 801-128291
- Location: 2020 HIGH WICKHAM PLACE, SUITE 200, LOUISVILLE, KY, 40245
- Phone: (502) 813-2100
- Latest filing: 2026-03-02
- Regulatory AUM: $30.4M
- Discretionary AUM: $30.4M
- Clients: 9
- Accounts: 45

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316202/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316202/similar
- Related entities: https://search.stillhousedata.com/firm/316202/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316202

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.