DMLO WEALTH PLANNING, LLC
SEC Registeredcreate your future with clarity and confidence
About the firm
DMLO Wealth Planning offers financial planning and investment management, along with DMLO's traditional tax planning and estate planning, to help clients achieve their long-term goals. The firm meets clients at whatever stage of life they are in, whether planning for retirement, buying or selling a business, or experiencing a life event.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, tax planning, and estate planning, covering areas such as retirement planning, education planning, career planning, business succession, and family financial planning.
Who they serve
Individuals at any stage of life, including those planning for retirement, buying or selling a business, experiencing a major life event, or undergoing a financial change.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 33 | $8.8M |
| High Net Worth Individuals | 10 | $22M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
45 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DMLO WEALTH PLANNING, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched