← Tributary

DMLO WEALTH PLANNING, LLC

LOUISVILLE, KY · CRD 316202 · IAPD ↗ · dmlowealthplanning.com · (502) 813-2100

$30.4MRegulatory AUM
5Advisory reps
9Employees
45Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

62
April 2026 — DMLO WEALTH PLANNING, LLC reported RAUM up 38% ($21.9M -> $30.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2025 — DMLO WEALTH PLANNING, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2024 — DMLO WEALTH PLANNING, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2024 — DMLO WEALTH PLANNING, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

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