# Detterbeck Wealth Management

Detterbeck Wealth Management is a Bank / Wealth / Trust based in Palatine, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Palatine, United States
- **Region:** North America
- **Address:** Palatine, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** www.dwmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/detterbeck-wealth-management

## Regulatory record

- **CRD number:** 111594
- **SEC file number:** 801-110527
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111594

## About

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.

## People

- 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

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Last updated: 2026-08-11T15:06:35.052Z

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