Datum Wealth Management

Overview

Datum Wealth Management is organized as a limited liability company owned by an individual and provides fee-based advisory services focused on financial planning and discretionary portfolio management for individuals and small businesses. Its billing model combines a percentage-of-assets-under-management fee with fixed-fee arrangements, indicating flexibility for both ongoing investment relationships and project-based planning engagements. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not registered as a multi-state adviser and is not listed as a pension consultant or a related adviser to another entity. The firm's SEC registration year is not provided in the available data.