DPM Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 126541
- Custodians
- EVANS & HUGHES INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
DPM Wealth Management, Inc. operates as an independent registered investment advisor, primarily focusing on portfolio management for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. While it does not engage in capital allocation or act as a pension consultant, it does provide accounting services as part of its business activities. DPM Wealth Management emphasizes a fee structure based on a percentage of assets under management, catering to a client base that includes individuals and families.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents5%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Herbert Miller
PresidentCRD 2792690
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Insight Advisors, LLC
RIALos Angeles, CA
Michael Keith Parish
RIADentvest LLC
RIAApex Quantitative Group, LLC
RIAChicago, IL