Dmlo Wealth Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 2, 2026, reports $30M in regulatory assets under management, 9 employees, 2 offices, and 45 accounts.
Assets Under Management
$30M
Employees
9
Offices
2 offices
Total Clients
45
Primary office
LOUISVILLE, KY
2020 HIGH WICKHAM PLACE, SUITE 200, LOUISVILLE, KY, United States
Top client segmentIndividuals represent 73.3% of total clients.
Top client categories% of clientsClients
1
Individuals
73.3%
33
2
HNWI
22.2%
10
3
Corporations
4.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$30Mas of March 2, 2026
Discretionary100.0%
$30M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$30M
Total Accounts45
10Y AUM Change+$30M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee5:1
10Y Employee Change-2 (-18.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.