DBM PLANNING, LLC

DBM PLANNING, LLC is an SEC-registered investment adviser (CRD 328758). Regulatory assets under management: $14.1M.

Registration

• CRD: 328758
• Type: Registered investment adviser
• Phone: 646-452-3415
• Latest filing: 2026-02-18
• Regulatory AUM: $14.1M
• Non-discretionary AUM: $14.1M
• Clients: 1
• Accounts: 38

Business model

Compensation: % of AUM, Fixed.

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 328758 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search