RIA IntelAdvisersUtahDMA MANAGEMENT, LLC

DMA MANAGEMENT, LLC

Advisory

UT

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account
$687K
across 6 accounts
AUM per adviser
$4M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM
$4M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InUT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in UT

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

BEECHWOOD VALUE CAPITAL, LLC
SALT LAKE CITY, UT
$4M
AFFILIATED INVESTMENT ADVISORS, INC.
$4M
DONOVAN LEGACY ADVISORS, LLC
$4M
COPPERLION INVESTMENTS, LLC
$4M
MONEY ILLUSTRATED, LLC
$5M
SUNSET RETIREMENT ADVISORS LLC
PROVO, UT
$3M

Get the full picture on DMA MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DMA MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans