Norman, OK 201 East Main Street Office

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.