DMLO WEALTH PLANNING, LLC

LOUISVILLE, Kentucky·1 registered advisor·CRD# 316202
SEC# 801-1282913(502) 813-2100
01

Firm Overview

AUM
$14M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at DMLO WEALTH PLANNING, LLC

1 registered advisor
Christopher A Ward
LOUISVILLE, Kentucky
05

Office Locations

LOUISVILLE, Kentucky
1 advisor

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Data sourced from SEC Form ADV filings. DMLO WEALTH PLANNING, LLC (CRD# 316202) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.