RIA Intel›Advisers›Alabama›DMC WEALTH MANAGEMENT, LLC

DMC WEALTH MANAGEMENT, LLC

Advisory

BIRMINGHAM, AL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in AL
#127
of 158 advisers by AUM
Average account
$439K
across 150 accounts
AUM per adviser
$66M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$66M
Discretionary %
90.1%
Clients
70
Employees
1

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$66M
Discretionary AUM$59M
Non-Discretionary AUM$7M
Discretionary %90.1%
Total Clients70
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

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

CHITWOOD ADVISORY GROUP
BIRMINGHAM, AL
$67M
ANDERSON PEWITT & ASSOCIATES, INC.
BIRMINGHAM, AL
$68M
ATLANTES FINANCIAL ADVISORS CORP
FAIRHOPE, AL
$63M
+2.8% 1Y
EMERANT WEALTH, LLC
BIRMINGHAM, AL
$63M
+23.5% 1Y
QUINTUS ASSET MANAGEMENT INC
BIRMINGHAM, AL
$62M
-38.9% 1Y
MOBILE BAY WEALTH MANAGEMENT, LLC
MOBILE, AL
$70M

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