D.M. Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
D.M. Wealth Management is a small, supported advisory firm that provides discretionary portfolio management, financial planning, and related investment consulting to individuals, trusts, estates, charitable organizations, corporations and investment clubs. The firm manages approximately $47 million for roughly 195 clients and offers both discretionary and, in limited cases, non-discretionary arrangements and third‑party adviser referrals.
The firm uses multiple methods of security analysis — including fundamental, technical, quantitative, and cyclical approaches — and implements strategies ranging from long‑term buy‑and‑hold to short‑term trading and option writing, typically operating under client‑defined guidelines and with regular account reviews. Clients receive a written financial plan after an initial consultation and follow-up meeting, and the firm incorporates risk‑tolerance assessment into its portfolio construction and supervision process.
Noteworthy for a firm of its size, D.M. Wealth publishes a free educational newsletter and offers seminars and workshops for financial professionals, companies, and the general public; those communications emphasize investor education and do not recommend individual securities. The firm also discloses that one representative operates a separate insurance business (from which the firm receives no compensation) and that it may place clients on third‑party platforms for discretionary management when appropriate.
Client services
Expertise
Fee options
Fixed fees between $200 and $300 for specific financial planning services such as portfolio analysis and retirement cash flow needs analysis
1.25% standard management fee, subject to negotiation, up to 2% maximum for complicating circumstances
$100 to $150 per hour for financial planning and consulting services
Fee-only: Hourly rate between $100 and $150 for financial planning and consulting services; Fixed fees between $200 and $300 for specified financial planning services
Main office
See office309 East Main Street
Norman OK 73069
Advisors at this office
2
Offices (2)
Most active in
Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Emilee T
Series 65
Norman, OK
D.M. Wealth Management, Inc.
Emilee Tarver is a financial advisor at D.M. Wealth Management, Inc. in Norman, OK, holding a Series 65 credential with one year of industry experience. Prior to joining D.M. Wealth Management, she worked at several firms including White Hawk Engineering and Design and First American. D.M. Wealth Management serves a diverse client base including individuals, trusts, estates, and charitable organizations, managing approximately $49.9 million across three advisors. The firm offers customized discretionary portfolio management and financial planning, employing a variety of investment strategies and conducting educational seminars and workshops for public and professional audiences.
Margaret D
CFP®, Series 65
Norman, OK
D.M. Wealth Management, Inc.
Margaret Doviak is a CFP® and holds a Series 65 license with 23 years of industry experience. She has been with D.M. Wealth Management, Inc. since 2003 and has served on the faculty of the College for Financial Planning since 2006. Outside of financial advising, she edits scientific manuscripts for NOAA on a part-time basis. D.M. Wealth Management is a small advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and investment clubs with discretionary portfolio management and financial planning. The firm employs various security analysis methods and offers strategies ranging from long-term buy-and-hold to short-term trading, typically within client-defined guidelines.
Daniel M
Series 63, Series 65
Norman, OK
D.M. Wealth Management, Inc.
Daniel Mitchell is a financial advisor at D.M. Wealth Management, Inc. in Norman, Oklahoma, with 24 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at his current firm since 2018, following eight years at Investment Counseling Services. In addition to his advisory work, Mitchell serves as a teacher with Noble Public Schools and is president of Ardent Group Inc. D.M. Wealth Management serves a diverse client base including individuals, trusts, estates, and business entities, managing approximately $49.9 million. The firm offers discretionary portfolio management and financial planning with a customized investment approach that incorporates multiple analytical methods and strategies. It is also noted for providing educational seminars and publishing a free email newsletter.
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