Norman, OK 309 East Main Street Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
D.M. Wealth Management, Inc.
Supported
Firm-wide stats for D.M. Wealth Management, Inc.
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.
Based on D.M. Wealth Management, Inc.
Location
309 East Main Street
Norman OK 73069
Advisors at this office
2
Advisors at this office
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.
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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