SourcingSourcing

DWM FINANCIAL GROUP, INC.

B61
CRD 111594·SEC 801-110527·PALATINE, IL
AUM
$279.2M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$838K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DWM FINANCIAL GROUP, INC.
CRD
111594
SEC file #
801-110527
EIN
364286110
DBA names
Detterbeck Wealth Management

Economics

AUM
$279.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$160.2M → $279.2M▲ +74%
Client mix
Individuals High Net Worth90
Individuals Other75

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
PALATINE IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
dwmgmt.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DETTERBECK, LESTER, GEORGE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DETTERBECK, LESTER, GEORGE
DETTERBECK, BRETT, MARRIOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DWMGMT.COM
Rdap Domain Creation Date
2007-11-15T17:42:58Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001759545
Edgar Registered
Yes
Edgar Filing Count
5
Edgar First Filing Date
2020-02-14
Edgar Last Filing Date
2021-02-12
Edgar 13f Count
5
Edgar 13f Latest AUM Estimate
Filing Date2021-02-12
Accession0001104659-21-021846

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.427
Soi Zip Pct 200k Plus
0.203
Soi Zip Returns 200k Plus
4,160
Soi Zip Total AGI
3,242,227
Fdic Zip Total Deposits
65,074,108,000
Fdic Zip Branch Count
487
Fdic Zip Top Banks
First Bank and Trust Company of Illinois
Cornerstone National Bank & Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
110 N. BROCKWAY SUITE 300PALATINE, IL 60067
Business
110 N. BROCKWAY SUITE 300PALATINE, IL 60067
Edgar EIN
364286110
Edgar Recent Filings
13F-HR2021-02-12 · 0001104659-21-021846
13F-HR2020-11-06 · 0001104659-20-122432
Fdic Zip Branches Raw
Suburban National Bank of PalatinePalatine, IL
Suburban National Bank of PalatinePalatine, IL
Fdic Zip HHI
842.99
Fdic Zip Top Bank Share Pct
17.25
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-15T17:42:58Z
Rdap Domain Last Changed
2023-09-16T06:37:29Z
Rdap Nameservers
Ns67.worldnic.comNs68.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI44,700
Returns4,130
Stub 2
AGI114,088
Returns3,030
Stub 3
AGI161,984
Returns2,610
Soi Zip Total Business Income
68,719
Soi Zip Total Cap Gains
323,221
Soi Zip Total Dividends
123,287
Soi Zip Total Returns
20,490
Top Owner CRD
1557457
Trust Company Affiliate
No

People (3)

3
DETTERBECK, LESTER, GEORGE
IAR · Direct Owner · 62.5%
1557457
DETTERBECK, BRETT, MARRIOTT
IAR · Direct Owner · 37.5%
2474237
RING, PARKER, ALEXANDER
IAR · Direct Owner · 7.5%
8235946