DMLO WEALTH PLANNING, LLC
CRD #316202 SEC #801-128291 LOUISVILLE, KY (502) 813-2100
SEC Registered
Total AUM
$21.9M
Discretionary
$21.9M
Employees
12
Clients
26
Accounts
73
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $21.9M | $21.9M | $0 | 12 | 25 |
| Mar 2024 | $14.2M | $14.2M | $0 | 12 | 0 |
| Jun 2023 | $0 | $0 | $0 | 11 | 0 |
DateFeb 2025
Total AUM$21.9M
Discretionary$21.9M
Non-Disc.$0
Employees12
Clients25
DateMar 2024
Total AUM$14.2M
Discretionary$14.2M
Non-Disc.$0
Employees12
Clients0
DateJun 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0