# DBM Planning

DBM Planning is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** dbmplanning.com

## Regulatory record

- **CRD number:** 328758
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328758

## About

DBM Planning, LLC is a state-registered investment adviser in New York, NY. The firm manages approximately $14 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Retail Investors
- Financial Planning

## Questions

### Who runs DBM Planning?

Principal ownership and advisory leadership at DBM Planning are not publicly disclosed. The firm maintains a limited public presence, which is common for small to mid-sized advisory practices that rely on personal networks rather than institutional branding. No named principals are available from public records.

### Does DBM Planning disclose its assets under management?

No. DBM Planning does not publicly disclose its assets under management. As a privately held limited liability company, the firm is not required to report AUM unless it meets certain regulatory thresholds or chooses to do so voluntarily. Its AUM remains undisclosed in all public sources.

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- [Look Both Ways Financial](https://altss.com/profile/look-both-ways-financial-llc)
- [Tactical Investments](https://altss.com/profile/tactical-investments)

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Last updated: 2026-06-03T20:00:00.000Z

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