# Datum Wealth Management

> Datum Wealth Management is a state-registered investment advisory firm in Warwick, RI, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 342854
- Filed as: DATUM WEALTH MANAGEMENT
- Legal name: Datum Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Warwick, RI
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342854
- AdvisorCensus page: https://advisorcensus.com/firm/datum-wealth-management-warwick-ri-342854

## Quick answers

**How is Datum Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Datum Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Datum Wealth Management located?**
Datum Wealth Management's principal office is in Warwick, RI, according to its Form ADV.

**Is Datum Wealth Management registered with the SEC or a state?**
Datum Wealth Management is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342854.

**How much does Datum Wealth Management manage?**
Datum Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated September 11, 2026.

**Does Datum Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342854

**What changed in Datum Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: RI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- datumwealthmanagement.com

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Datum Wealth Management (CRD 342854): Form ADV filing data as of October 2026.