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| Keyboard |
| DWM Financial Group Inc
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|
|---|---|
| CRD # | 111594 |
| SEC # | 801-110527 |
| CIK # | 0001759545 |
| AUM | 279.2 M (2026-06-16) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 847-934-6262 |
| Address | 110 N Brockway Palatine, IL 60067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 4.8 | ||
| First Bancorp /NC/ | 0.4 | ||
| Apple Inc | 0.2 | ||
| Amazon Com Inc | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 30.4 |
| (b) Individuals (high net worth individuals) | 90 | 248.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 790 | 279.2 |
| By Discretionary | ||
| Discretionary | 722 | 260.5 |
| Non-Discretionary | 68 | 18.7 |
| Total | 790 | 279.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 278.6 | |
| Total | 790 | 279.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001759545] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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✚
|
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Paladin Advisory Group LLC
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Higgins & Schmidt Wealth Strategies LLC
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Pathworks Financial Inc
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MI | 279.3 M |
|
Wells Financial Advisors Inc
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Holistic Wealth Advisors
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NY | 278.7 M |
|
Wealth Advisors Group LLC
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|
International Money Matters Private Limited
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|
Citadel Investment Advisory Inc
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