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DMLO WEALTH PLANNING, LLC
CRD 316202File 801-128291
APPROVED
Retail clients
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$30.4M
Bottom 25% of cohort (national)
Discretionary AUM
$30.4M
Clients
45
45 accounts
Employees
9
Bottom 25% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 7, 2023
- Principal office
- 2020 HIGH WICKHAM PLACE, SUITE 200, LOUISVILLE, KY, 40245
- Phone
- (502) 813-2100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $30.4M
- Discretionary AUM
- $30.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 45
- Non-discretionary accounts
- 0
- Total accounts
- 45
- AUM per client
- $675K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $61K |
| High net worth individuals | 10 | $21.5M |
| Individuals (other than high net worth individuals) | 33 | $8.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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.