Margaret Doviak
DM Wealth Management · Norman, Oklahoma
Margaret Doviak is a fee-only financial advisor at DM Wealth Management in Norman, Oklahoma, who holds the CFP credential. Margaret 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK, TX · CRD 4608727 |
| Exams passed | Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.dmwealth.com |
How Margaret'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 Margaret
Is Margaret Doviak a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Margaret 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 Margaret charge for financial advice?
Margaret charges a percentage of assets.
How much does Margaret charge?
According to DM Wealth Management's website, checked October 30, 2026: no asset minimum.
Where is Margaret Doviak based?
Margaret Doviak is based in Norman, Oklahoma.
What credentials does Margaret Doviak hold?
Margaret Doviak holds the CFP credential.
Is Margaret Doviak registered with the SEC?
Yes. Margaret Doviak is registered as an investment adviser representative in OK and TX (CRD 4608727), 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 Margaret Doviak?
Through Margaret'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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