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DETTERBECK WEALTH MANAGEMENT

PALATINE, IL · CRD 111594 · IAPD ↗ · dwmgmt.com · 847-934-6262

$279.2MRegulatory AUM
3Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — DETTERBECK WEALTH MANAGEMENT notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — DETTERBECK WEALTH MANAGEMENT notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
August 2025 — DETTERBECK WEALTH MANAGEMENT notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.