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DPM WEALTH MANAGEMENT INC>

Advisory

GA

Data as of Nov 6, 2025 · Source: SEC Form ADV

Average account
$850K
across 2 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Nov 6, 2025.

Total AUM
$2M
Discretionary %
100%
Clients
2
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$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndSeptember
Operates InGA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

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

FERN IMPACT ADVISORS, LLC
DULUTH, GA
$2M
EDWARD WEALTH PARTNERS, LLC
LITHIA SPRINGS, GA
$2M
BROWN INVESTORS WEALTH MANAGEMENT, LLC
$2M
PIECE OF WEALTH PLANNING LLC
$2M
J MOSS AND CO, INC
$2M
RIDGEBACK WEALTH MANAGEMENT, LLC
PEACHTREE CITY, GA
$2M

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