Multi-Family OfficeRIA · CRD 299804SEC-Registered

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DMC Wealth Management

DMC Wealth Management, LLC is a Registered Investment Adviser (RIA) that provides investment management and comprehensive financial planning to a wide range of...

DMC Wealth Management logo

DMC Wealth Management

DMC Wealth Management, LLC is a Registered Investment Adviser (RIA) that provides investment management and comprehensive financial planning to a wide range of clients. With more than 20 years of industry experience, our team has gained extensive knowledge through our working relationships with business owners, corporate executives, attorneys, physicians, and retirees. We value these relationships and constantly strive to maintain our reputation of honesty, integrity, and consistency. Above all, acting as a fiduciary, DMC Wealth Management puts clients’ goals first. We offer flexibility to deliver a level of personalized service and communication not often found at larger firms today.

General information

Firm type

Multi Family Office

Year founded

1998

Location

Region

North America

Country

United States

City

Birmingham

Corporate office

New York, NY, United States

Principals

Michael D. Cohen

Founder and CEO

Sector focus

Wealth ManagementFinancial PlanningTax StrategyEstate PlanningInvestment Management

Frequently asked questions

What is DMC Wealth Management?

DMC Wealth Management is a multi family office headquartered in Birmingham, United States.

When was DMC Wealth Management founded?

DMC Wealth Management was founded in 1998.

Where is DMC Wealth Management headquartered?

DMC Wealth Management is headquartered in Birmingham, United States, in the North America region.

What does Altss track for DMC Wealth Management?

Altss maintains an OSINT-verified profile of DMC 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), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is DMC Wealth Management's website?

DMC Wealth Management's public website is dmcwealthmanagement.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is DMC Wealth Management?

DMC Wealth Management is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on DMC 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 DMC Wealth Management's Altss profile last updated?

DMC Wealth Management's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by 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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