Dmlo Wealth Planning, LLC
● SEC registered since 2023CRD 316202SEC# 801-128291Louisville, KY
Reg. AUM
$30.4M
Employees
9
Accounts
45
Location
Louisville, KY
Dmlo Wealth Planning, LLC assets under management
Dmlo Wealth Planning, LLC operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2023. It reports $30.4 million in regulatory assets under management and employs 9 people.
Dmlo Wealth Planning, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Beau Justin Handy Control | Director And Financial Advisor | Under 5% | 2023 |
| Christopher A Ward Control | Director | Under 5% | 2021 |
| Deming, Malone, Livesay & Ostroff, P.s.c. (dba "dmlo Cpas") Control | Member | 50-75% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Dmlo Wealth Planning, LLC manage?
Dmlo Wealth Planning, LLC reports $30.4 million in regulatory assets under management on its Form ADV.
How many employees does Dmlo Wealth Planning, LLC have?
Dmlo Wealth Planning, LLC reports 9 employees.
Where is Dmlo Wealth Planning, LLC located?
Dmlo Wealth Planning, LLC is based in Louisville, KY and has been SEC-registered since 2023.
Does Dmlo Wealth Planning, LLC disclose fund performance?
Dmlo Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2020 High Wickham Place, Suite 200, Louisville, KY 40245 |
| Phone | (502) 813-2100 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$30.4M▲ 38%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$30.4Mregulatory AUM
Discretionary $30.4M