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DETTERBECK WEALTH MANAGEMENT
Legal name: DWM FINANCIAL GROUP, INC.
CRD 111594File 801-110527
APPROVED
Retail clients
Filing as of Jun 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$279.2M
Below cohort median (national)
Discretionary AUM
$260.5M
Non-discretionary $18.7M
Clients
165
790 accounts
Employees
6
Below cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 8, 2017
- Principal office
- 110 N. BROCKWAY, SUITE 330, PALATINE, IL, 60067
- Phone
- 847-934-6262
- Website
- https://dwmgmt.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $279.2M
- Discretionary AUM
- $260.5M
- Non-discretionary AUM
- $18.7M
- Discretionary accounts
- 722
- Non-discretionary accounts
- 68
- Total accounts
- 790
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 90 | $248.8M |
| Individuals (other than high net worth individuals) | 75 | $30.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.