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Detterbeck Wealth Management
Detterbeck Wealth Management is a fee-only, client-first wealth management firm with offices in Palatine, IL and the Charleston, SC area. It provides holistic...
Detterbeck Wealth Management
Detterbeck Wealth Management is a fee-only, client-first wealth management firm with offices in Palatine, IL and the Charleston, SC area. It provides holistic wealth management integrating financial planning, tax reduction, investments, estate planning, and insurance. The firm serves clients locally and across the nation.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
Location
Region
North America
Country
United States
City
Palatine
Corporate office
Palatine, United States
Principals
Les Detterbeck
CPA/PFP, CFA, CFP® — Wealth Manager and Mentor (Co-Founder and Shareholder)
Brett Detterbeck
CFA, CFP® — Wealth Manager (Co-Founder and Shareholder)
Muller Visser — Wealth Management Associate
Kim Cline
FPQP® — Director of Client Relations and Office Manager
Chandler Peterson
AWMA® — Wealth Management Associate
Mike Baker — Wealth Manager Associate
Frequently asked questions
What is Detterbeck Wealth Management?
Detterbeck Wealth Management is a bank / wealth / trust headquartered in Palatine, United States.
When was Detterbeck Wealth Management founded?
Detterbeck Wealth Management was founded in 2017.
Where is Detterbeck Wealth Management headquartered?
Detterbeck Wealth Management is headquartered in Palatine, United States, in the North America region.
What does Altss track for Detterbeck Wealth Management?
Altss maintains an OSINT-verified profile of Detterbeck Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Detterbeck Wealth Management's website?
Detterbeck Wealth Management's public website is www.dwmgmt.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Detterbeck Wealth Management?
Detterbeck Wealth Management is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Detterbeck Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Detterbeck Wealth Management's Altss profile last updated?
Detterbeck Wealth Management's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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