RIA Intel›Advisers›New York›DBM PLANNING, LLC

DBM PLANNING, LLC

Advisory

NY

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in NY

#5,171

of 5,722 advisers by AUM

Average account

$371K

across 38 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$0

Non-Discretionary AUM$14M

Discretionary %0%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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