# DMLO Wealth Planning

DMLO Wealth Planning is a Bank / Wealth / Trust based in Louisville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Louisville, United States
- **Region:** North America
- **Address:** Louisville, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** dmlowealthplanning.com

## Regulatory record

- **CRD number:** 316202
- **SEC file number:** 801-128291
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-02T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/316202

## About

DMLO Wealth Planning was established in 2021. It provides services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. The firm delivers asset management, financial planning, retirement planning, investment planning, and portfolio management. No additional offices or team size data are available. No recent operational events from the last 24 months are recorded. The firm operates as a wealth manager with no disclosed structural vehicles or succession details.

## Questions

### Who runs investment decisions at DMLO Wealth Planning?

No named principals or investment decision-makers are disclosed in available sources.

### What services does DMLO Wealth Planning provide?

The firm offers asset management, financial planning, retirement planning, investment planning, and portfolio management.

## Related profiles

- [DMI Finance](https://altss.com/profile/dmi-finance)
- [DMZ Ventures](https://altss.com/profile/dmz-ventures)

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

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