Beau Justin Handy
Director And Financial AdvisorDmlo Wealth Planning, LLCCRD 6015760
About Beau Justin Handy
Beau Justin Handy is listed as Director And Financial Advisor at Dmlo Wealth Planning, LLC in Louisville, KY. Form ADV reports a beneficial ownership band of Under 5%. Beau Justin Handy is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Dmlo Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Beau Justin Handy work?
Beau Justin Handy is listed as Director And Financial Advisor at Dmlo Wealth Planning, LLC on SEC Form ADV.
How much of Dmlo Wealth Planning, LLC does Beau Justin Handy own?
Form ADV reports a beneficial ownership band of Under 5%.
Dmlo Wealth Planning, LLC
| Title | Director And Financial Advisor |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Dynamic Market Advantage, LLC
| Title | Managing Member And Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2022 |
Guidance Capital, Inc.
| Title | Managing Partner And Financial Planner / Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2022 |
Dmlo Wealth Planning, LLC
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2022 |