RIA Intel›Advisers›Washington›DTM3 CORPORATION

DTM3 CORPORATION

Advisory

WA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$171K
across 113 accounts
AUM per adviser
$19M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$19M
Discretionary %
100%
Clients
62
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$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients62
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InWA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

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

TWO FIRS LLC
$19M
ASPEN FINANCIAL MANAGEMENT, INC.
$19M
-0.1% 1Y
HERNANDEZ, JESSE
SUNNYSIDE, WA
$19M
OBSIDIAN INVESTMENT ADVISERS, LLC
$19M
HOOVER CAPITAL, L.L.C.
$20M
PENNY LANE WEALTH MANAGEMENT, LLC
TACOMA, WA
$19M

Get the full picture on DTM3 CORPORATION

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track DTM3 CORPORATION and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans