Daniel Mitchell
DM Wealth Management · Norman, Oklahoma
Daniel Mitchell is a fee-only financial advisor at DM Wealth Management in Norman, Oklahoma. Daniel charges a percentage of assets (no asset minimum).
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Facts
| Firm | DM Wealth Management |
|---|---|
| Based in | Norman, Oklahoma |
| Fee model | Percentage of assets |
| Fees (firm's website) | No asset minimum |
| Assets under management | $47M across 400 accounts |
| SEC registration | Investment adviser representative in OK · CRD 2263169 |
| Exams passed | Series 63 (1992) · Series 65 (1993) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.dmwealth.com |
How Daniel's firm compares
- DM Wealth Management's average account is about $118,000, from its Form ADV (assets managed divided by 400 accounts).
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Questions about Daniel
Is Daniel Mitchell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and DM Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a percentage of assets.
How much does Daniel charge?
According to DM Wealth Management's website, checked October 30, 2026: no asset minimum.
Where is Daniel Mitchell based?
Daniel Mitchell is based in Norman, Oklahoma.
Is Daniel Mitchell registered with the SEC?
Yes. Daniel Mitchell is registered as an investment adviser representative in OK (CRD 2263169), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DM Wealth Management manage?
DM Wealth Management reports $47M across 400 accounts in assets under management.
How do I contact Daniel Mitchell?
Through Daniel's website, www.dmwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- DM Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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