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DDMT FINANCIAL SERVICES, LLC

Advisory

PA

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in PA
#1,018
of 1,528 advisers by AUM
Average account
$292K
across 192 accounts
AUM per adviser
$19M
3 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$56M
Discretionary %
84.4%
Clients
28
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$56M
Discretionary AUM$47M
Non-Discretionary AUM$9M
Discretionary %84.4%
Total Clients28
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, LA, MN, PA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

FOSTER HOLDINGS, INC.
PITTSBURGH, PA
$56M
-27.3% 1Y
KELLNER CAPITAL MANAGEMENT, INC.
PHILADELPHIA, PA
$56M
+3.4% 1Y
NORTHEAST ADVISORY GROUP, LLC
SCRANTON, PA
$56M
3 SISTERS SUSTAINABLE INVESTMENTS LLC
PHILADELPHIA, PA
$57M
-24.9% 1Y
WEST CHESTER ASSET MANAGEMENT, INC.
PHILADELPHIA, PA
$57M
ISAKOV PLANNING GROUP INC.
SOUTHAMPTON, PA
$55M

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