DWM FINANCIAL GROUP, INC.
Legal name: DETTERBECK WEALTH MANAGEMENT
CRD #111594 SEC #801-110527 PALATINE, IL 847-934-6262
SEC Registered
Total AUM
$252.1M
Discretionary
$236.6M
Employees
6
Clients
101
Accounts
768
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $252.1M | $236.6M | $15.6M | 6 | 0 |
| Sep 2025 | $252.1M | $236.6M | $15.6M | 6 | 0 |
| Aug 2025 | $252.1M | $236.6M | $15.6M | 6 | 0 |
| Jul 2025 | $252.1M | $236.6M | $15.6M | 6 | 0 |
| Feb 2025 | $252.1M | $236.6M | $15.6M | 6 | 0 |
| Jul 2024 | $223.7M | $204.6M | $19.1M | 6 | 0 |
| Mar 2024 | $223.7M | $204.6M | $19.1M | 6 | 0 |
| Dec 2023 | $224M | $203M | $21M | 6 | 0 |
| Jun 2023 | $224M | $203M | $21M | 6 | 0 |
| Apr 2023 | $224M | $203M | $21M | 6 | 0 |
| Mar 2023 | $224M | $203M | $21M | 6 | 0 |
| Feb 2022 | $294.1M | $265.3M | $28.8M | 6 | 0 |
| Feb 2022 | $294.1M | $265.3M | $28.8M | 6 | 0 |
| Dec 2021 | $226.7M | $208M | $18.7M | 6 | 0 |
| May 2021 | $226.7M | $208M | $18.7M | 6 | 0 |
| Mar 2021 | $226.7M | $208M | $18.7M | 6 | 0 |
| Sep 2020 | $198.8M | $180.1M | $18.7M | 6 | 0 |
| Jun 2020 | $198.8M | $180.1M | $18.7M | 6 | 0 |
| Jun 2020 | $198.8M | $180.1M | $18.7M | 6 | 0 |
| Mar 2020 | $198.8M | $180.1M | $18.7M | 6 | 0 |
| Mar 2019 | $160.2M | $143.9M | $16.3M | 6 | 0 |
| Jul 2018 | $163.3M | $147.6M | $15.7M | 6 | 0 |
| Jul 2018 | $163.3M | $147.6M | $15.7M | 6 | 0 |
| Mar 2018 | $163.3M | $147.6M | $15.7M | 6 | 0 |
| Jan 2018 | $110.8M | $110.8M | $0 | 6 | 0 |
| Apr 2017 | $110.8M | $110.8M | $0 | 6 | 26 |
| Jul 2012 | $78.3M | $56.1M | $22.2M | 6 | 26 |
| Jun 2012 | $78.3M | $56.1M | $22.2M | 6 | 26 |
| May 2012 | $75.6M | $53.5M | $22.1M | 6 | 26 |
| Apr 2012 | $75.6M | $53.5M | $22.1M | 6 | 26 |
| Apr 2012 | $75.6M | $53.5M | $22.1M | 6 | 26 |
| Mar 2012 | $75.6M | $53.5M | $22.1M | 6 | 26 |
| Mar 2012 | $75.6M | $53.5M | $22.1M | 6 | 26 |
| Feb 2012 | $75.6M | $53.5M | $22.1M | 6 | 26 |
| Feb 2012 | $75.6M | $53.5M | $22.1M | 6 | 26 |
| Jan 2012 | $75.6M | $53.5M | $22.1M | 6 | 26 |
| Nov 2011 | $73.3M | $51M | $22.4M | 6 | 101 |
| Aug 2011 | $76.4M | $55.2M | $21.2M | 10 | -- |
| May 2011 | $75.7M | $54.2M | $21.5M | 10 | -- |
| Apr 2011 | $75.7M | $54.2M | $21.5M | 10 | -- |
| Mar 2011 | $75.7M | $54.2M | $21.5M | 10 | -- |
| Jan 2011 | $72.2M | $72M | $200K | 10 | -- |
| Dec 2010 | $72.2M | $72M | $200K | 10 | -- |
| Apr 2010 | $91.7M | $74.2M | $17.5M | 10 | -- |
| Jan 2010 | $91.7M | $74.2M | $17.5M | 10 | -- |
| Jan 2010 | $86M | $85.6M | $350K | 10 | -- |
| Jan 2010 | $86M | $85.6M | $350K | 10 | -- |
| May 2009 | $86M | $85.6M | $350K | 10 | -- |
| Apr 2009 | $86M | $85.6M | $350K | 10 | -- |
| Mar 2008 | $41M | $40.7M | $322.8K | 5 | -- |
| Jan 2008 | $66.3M | $66.1M | $181.4K | 5 | -- |
| Jan 2008 | $66.3M | $66.1M | $181.4K | 5 | -- |
| Jan 2008 | $66.3M | $66.1M | $181.4K | 5 | -- |
| Jan 2008 | $41M | $40.7M | $322.8K | 5 | -- |
| Dec 2007 | $41M | $40.7M | $322.8K | 5 | -- |
| Dec 2007 | $41M | $40.7M | $322.8K | 5 | -- |
| Jun 2007 | $41M | $40.7M | $322.8K | 5 | -- |
| Feb 2007 | $41M | $40.7M | $322.8K | 5 | -- |
| Mar 2006 | $36.3M | $36M | $265K | 5 | -- |
| Mar 2006 | $36.3M | $36M | $265K | 5 | -- |
| Mar 2004 | $29M | $28.5M | $500K | 5 | -- |
DateNov 2025
Total AUM$252.1M
Discretionary$236.6M
Non-Disc.$15.6M
Employees6
Clients0
DateSep 2025
Total AUM$252.1M
Discretionary$236.6M
Non-Disc.$15.6M
Employees6
Clients0
DateAug 2025
Total AUM$252.1M
Discretionary$236.6M
Non-Disc.$15.6M
Employees6
Clients0
DateJul 2025
Total AUM$252.1M
Discretionary$236.6M
Non-Disc.$15.6M
Employees6
Clients0
DateFeb 2025
Total AUM$252.1M
Discretionary$236.6M
Non-Disc.$15.6M
Employees6
Clients0
DateJul 2024
Total AUM$223.7M
Discretionary$204.6M
Non-Disc.$19.1M
Employees6
Clients0
DateMar 2024
Total AUM$223.7M
Discretionary$204.6M
Non-Disc.$19.1M
Employees6
Clients0
DateDec 2023
Total AUM$224M
Discretionary$203M
Non-Disc.$21M
Employees6
Clients0
DateJun 2023
Total AUM$224M
Discretionary$203M
Non-Disc.$21M
Employees6
Clients0
DateApr 2023
Total AUM$224M
Discretionary$203M
Non-Disc.$21M
Employees6
Clients0
DateMar 2023
Total AUM$224M
Discretionary$203M
Non-Disc.$21M
Employees6
Clients0
DateFeb 2022
Total AUM$294.1M
Discretionary$265.3M
Non-Disc.$28.8M
Employees6
Clients0
DateFeb 2022
Total AUM$294.1M
Discretionary$265.3M
Non-Disc.$28.8M
Employees6
Clients0
DateDec 2021
Total AUM$226.7M
Discretionary$208M
Non-Disc.$18.7M
Employees6
Clients0
DateMay 2021
Total AUM$226.7M
Discretionary$208M
Non-Disc.$18.7M
Employees6
Clients0
DateMar 2021
Total AUM$226.7M
Discretionary$208M
Non-Disc.$18.7M
Employees6
Clients0
DateSep 2020
Total AUM$198.8M
Discretionary$180.1M
Non-Disc.$18.7M
Employees6
Clients0
DateJun 2020
Total AUM$198.8M
Discretionary$180.1M
Non-Disc.$18.7M
Employees6
Clients0
DateJun 2020
Total AUM$198.8M
Discretionary$180.1M
Non-Disc.$18.7M
Employees6
Clients0
DateMar 2020
Total AUM$198.8M
Discretionary$180.1M
Non-Disc.$18.7M
Employees6
Clients0
DateMar 2019
Total AUM$160.2M
Discretionary$143.9M
Non-Disc.$16.3M
Employees6
Clients0
DateJul 2018
Total AUM$163.3M
Discretionary$147.6M
Non-Disc.$15.7M
Employees6
Clients0
DateJul 2018
Total AUM$163.3M
Discretionary$147.6M
Non-Disc.$15.7M
Employees6
Clients0
DateMar 2018
Total AUM$163.3M
Discretionary$147.6M
Non-Disc.$15.7M
Employees6
Clients0
DateJan 2018
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees6
Clients0
DateApr 2017
Total AUM$110.8M
Discretionary$110.8M
Non-Disc.$0
Employees6
Clients26
DateJul 2012
Total AUM$78.3M
Discretionary$56.1M
Non-Disc.$22.2M
Employees6
Clients26
DateJun 2012
Total AUM$78.3M
Discretionary$56.1M
Non-Disc.$22.2M
Employees6
Clients26
DateMay 2012
Total AUM$75.6M
Discretionary$53.5M
Non-Disc.$22.1M
Employees6
Clients26
DateApr 2012
Total AUM$75.6M
Discretionary$53.5M
Non-Disc.$22.1M
Employees6
Clients26
DateApr 2012
Total AUM$75.6M
Discretionary$53.5M
Non-Disc.$22.1M
Employees6
Clients26
DateMar 2012
Total AUM$75.6M
Discretionary$53.5M
Non-Disc.$22.1M
Employees6
Clients26
DateMar 2012
Total AUM$75.6M
Discretionary$53.5M
Non-Disc.$22.1M
Employees6
Clients26
DateFeb 2012
Total AUM$75.6M
Discretionary$53.5M
Non-Disc.$22.1M
Employees6
Clients26
DateFeb 2012
Total AUM$75.6M
Discretionary$53.5M
Non-Disc.$22.1M
Employees6
Clients26
DateJan 2012
Total AUM$75.6M
Discretionary$53.5M
Non-Disc.$22.1M
Employees6
Clients26
DateNov 2011
Total AUM$73.3M
Discretionary$51M
Non-Disc.$22.4M
Employees6
Clients101
DateAug 2011
Total AUM$76.4M
Discretionary$55.2M
Non-Disc.$21.2M
Employees10
Clients--
DateMay 2011
Total AUM$75.7M
Discretionary$54.2M
Non-Disc.$21.5M
Employees10
Clients--
DateApr 2011
Total AUM$75.7M
Discretionary$54.2M
Non-Disc.$21.5M
Employees10
Clients--
DateMar 2011
Total AUM$75.7M
Discretionary$54.2M
Non-Disc.$21.5M
Employees10
Clients--
DateJan 2011
Total AUM$72.2M
Discretionary$72M
Non-Disc.$200K
Employees10
Clients--
DateDec 2010
Total AUM$72.2M
Discretionary$72M
Non-Disc.$200K
Employees10
Clients--
DateApr 2010
Total AUM$91.7M
Discretionary$74.2M
Non-Disc.$17.5M
Employees10
Clients--
DateJan 2010
Total AUM$91.7M
Discretionary$74.2M
Non-Disc.$17.5M
Employees10
Clients--
DateJan 2010
Total AUM$86M
Discretionary$85.6M
Non-Disc.$350K
Employees10
Clients--
DateJan 2010
Total AUM$86M
Discretionary$85.6M
Non-Disc.$350K
Employees10
Clients--
DateMay 2009
Total AUM$86M
Discretionary$85.6M
Non-Disc.$350K
Employees10
Clients--
DateApr 2009
Total AUM$86M
Discretionary$85.6M
Non-Disc.$350K
Employees10
Clients--
DateMar 2008
Total AUM$41M
Discretionary$40.7M
Non-Disc.$322.8K
Employees5
Clients--
DateJan 2008
Total AUM$66.3M
Discretionary$66.1M
Non-Disc.$181.4K
Employees5
Clients--
DateJan 2008
Total AUM$66.3M
Discretionary$66.1M
Non-Disc.$181.4K
Employees5
Clients--
DateJan 2008
Total AUM$66.3M
Discretionary$66.1M
Non-Disc.$181.4K
Employees5
Clients--
DateJan 2008
Total AUM$41M
Discretionary$40.7M
Non-Disc.$322.8K
Employees5
Clients--
DateDec 2007
Total AUM$41M
Discretionary$40.7M
Non-Disc.$322.8K
Employees5
Clients--
DateDec 2007
Total AUM$41M
Discretionary$40.7M
Non-Disc.$322.8K
Employees5
Clients--
DateJun 2007
Total AUM$41M
Discretionary$40.7M
Non-Disc.$322.8K
Employees5
Clients--
DateFeb 2007
Total AUM$41M
Discretionary$40.7M
Non-Disc.$322.8K
Employees5
Clients--
DateMar 2006
Total AUM$36.3M
Discretionary$36M
Non-Disc.$265K
Employees5
Clients--
DateMar 2006
Total AUM$36.3M
Discretionary$36M
Non-Disc.$265K
Employees5
Clients--
DateMar 2004
Total AUM$29M
Discretionary$28.5M
Non-Disc.$500K
Employees5
Clients--