Dmlo Wealth Planning, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 316202
- SEC number
- 801-128291
- Firm type
- RIA
- Assets under management
- $30.4M as of Mar 2, 2026
- Website
- dmlowealthplanning.com ↗
- Phone
- (502) 813-2100
- Address
- 2020 High Wickham Place, Louisville, KY, 40245
Advisors at this firm
4 in our index · page 1 of 1
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Wyatt Peyton CallisonCRD 6743425 · Louisville, KYIA RegisteredBroker
-
Stephen Randall GibsonCRD 5557258 · Louisville, KYIA RegisteredBroker
-
Nicholas Edward WhitmerCRD 6236559 · Louisville, KYIA RegisteredRegistration inactive
-
Christopher A WardCRD 7425221 · Louisville, KYIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 316202 ↗
FINRA BrokerCheck record for firm CRD 316202 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.