# DPM Wealth Management, Inc.

> DPM Wealth Management, Inc. is a state-registered investment advisory firm in Laredo, TX, registered since 1997, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 6, 2025.

- CRD: 126541
- Filed as: DPM WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Laredo, TX
- Filing period: October 2026
- Form ADV filing dated: November 6, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126541
- AdvisorCensus page: https://advisorcensus.com/firm/dpm-wealth-management-inc-laredo-tx-126541

## Quick answers

**How is DPM Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), DPM Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is DPM Wealth Management, Inc. located?**
DPM Wealth Management, Inc.'s principal office is in Laredo, TX, according to its Form ADV.

**Is DPM Wealth Management, Inc. registered with the SEC or a state?**
DPM Wealth Management, Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 126541.

**How much does DPM Wealth Management, Inc. manage?**
DPM Wealth Management, Inc. reports $1,700,000 in regulatory assets under management in its Form ADV filing dated November 6, 2025 (100% discretionary).

**What types of clients does DPM Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).

**Does DPM Wealth Management, Inc. 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/126541

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,700,000
- Discretionary: $1,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $1,700,000 |

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

### Firm details
- Registered since: 1997 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DPM Wealth Management, Inc. (CRD 126541): Form ADV filing data as of October 2026.