D
DPM Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,700,000
Clients
2
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$850,000
About
DPM Wealth Management provides discretionary portfolio management, asset allocation, and ongoing monitoring for individuals and a small set of institutional clients, including pension plans, trusts, and corporations. The firm manages a very small number of client relationships and approximately $1.7 million in assets under management.
Investment advice uses both fundamental and technical analysis and can include short-term purchases as part of an active trading approach; accounts are generally managed on a discretionary basis following an initial investor questionnaire. Portfolios are monitored and rebalanced at the model level, with tax efficiency noted as a consideration but not the primary focus of investment decisions.
The firm’s principal is a Certified Public Accountant who also performs tax, consulting, and chief financial officer services, and the advisory practice is affiliated with that accounting activity—an arrangement that is uncommon among independent advisers. That combination of in-house accounting expertise, an active trading orientation, and a notably small client base differentiates the firm’s operating model from many peers.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $750,000: 1.00% $750,001 - $1,000,000: 0.85% $1,000,001+: 0.75%
Account minimum: $100,000 minimum, may be waived at firm's discretion
Main office location
DPM Wealth Management, Inc.
Marietta GA, United States
Number of offices
1
Most active in
DPM Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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