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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

DETTERBECK WEALTH MANAGEMENT

DWM FINANCIAL GROUP, INC., CRD 111594

PALATINE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b3e0aed3-7bac-bc58-682d-f7431cab2391

Data as of Jun 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 17, 2011 to Jun 16, 2026
41 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $279MItem 5.F on the latest filing (2026-06-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $260M
Private client RAUM: $279MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $140Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 790
Individual clients: 75
High net worth clients: 90
Custody, client assets: $130M
SEC number: 801-110527
CRD: 111594
Filings on the tape: 41
First filed: Nov 17, 2011
Latest filed: Jun 16, 2026
Organised: Corporation, IL
Website: dwmgmt.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRETT MARRIOTT DETTERBECK	Certified Financial Planner\|Chartered Financial Analyst	PALATINE, IL	24	26	1	no
LESTER GEORGE DETTERBECK	Certified Financial Planner\|Chartered Financial Analyst	MT. PLEASANT, SC \| PALATINE, IL	19	50	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DETTERBECK, BRETT, MARRIOTT	PRESIDENT, COO, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER	C	yes	09/2004	Nov 17, 2011	Jul 8, 2024
DETTERBECK, LESTER, GEORGE	CHAIRMAN OF THE BOARD, SECRETARY, TREASURER, ADVISORY REP.	D	yes	09/2004	Nov 17, 2011	Jul 8, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LESTER GEORGE DETTERBECK III	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
MT. PLEASANT	Sc	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$279M	$260M	6	3	1	n/a	n/a
2024	Feb 21, 2025	$252M	$237M	6	3	1	n/a	n/a
2023	Mar 1, 2024	$224M	$205M	6	3	1	n/a	n/a
2022	Mar 2, 2023	$224M	$203M	6	3	1	n/a	n/a
2021	Feb 24, 2022	$294M	$265M	6	3	1	n/a	n/a
2020	Mar 22, 2021	$227M	$208M	6	3	1	n/a	n/a
2019	Mar 17, 2020	$199M	$180M	6	3	1	n/a	n/a
2018	Mar 28, 2019	$160M	$144M	6	2	1	n/a	n/a
2017	Mar 19, 2018	$163M	$148M	6	2	1	n/a	n/a
2011	Feb 2, 2012	$75.6M	$53.5M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$279M	$252M	10.7%	$224M	7.6%	6	6	1	1

Relationships

Registered with (4)

← LESTER GEORGE DETTERBECKAdvisorregistration: current employment
Oct 25, 2006 to presentfactForm ADV
← BRETT MARRIOTT DETTERBECKAdvisorregistration: current employment
Nov 29, 2001 to presentfactForm ADV
← GRANT ROGER MADDOXAdvisorregistration: previous registration
May 15, 2019 to Sep 1, 2021factForm ADV
← CHARLES DUSTIN CAPASSOAdvisorregistration: previous registration
Feb 23, 2012 to Nov 19, 2013factForm ADV

Controls (2)

← DETTERBECK, LESTER, GEORGEOwnerCHAIRMAN OF THE BOARD, SECRETARY, TREASURER, ADVISORY REP., ownership code D, individual
Nov 17, 2011 to Jul 8, 2024factForm ADV
← DETTERBECK, BRETT, MARRIOTTOwnerPRESIDENT, COO, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER, ownership code C, individual
Nov 17, 2011 to Jul 8, 2024factForm ADV

Dated events

Occurred
Apr 26, 2017
First Form ADV filing
Detterbeck Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b3e0aed3-7bac-bc58-682d-f7431cab2391
First observed: Nov 17, 2011
Last observed: Jun 16, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DETTERBECK WEALTH MANAGEMENT

DWM FINANCIAL GROUP, INC., CRD 111594

PALATINE, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b3e0aed3-7bac-bc58-682d-f7431cab2391

Data as of Jun 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:17 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRETT MARRIOTT DETTERBECK

Certified Financial Planner|Chartered Financial Analyst

PALATINE, IL

LESTER GEORGE DETTERBECK

Certified Financial Planner|Chartered Financial Analyst

MT. PLEASANT, SC | PALATINE, IL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DETTERBECK, BRETT, MARRIOTT

PRESIDENT, COO, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER

yes

09/2004

Nov 17, 2011

Jul 8, 2024

DETTERBECK, LESTER, GEORGE

CHAIRMAN OF THE BOARD, SECRETARY, TREASURER, ADVISORY REP.

yes

09/2004

Nov 17, 2011

Jul 8, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LESTER GEORGE DETTERBECK III

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

MT. PLEASANT

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$279M

$260M

n/a

2024

Feb 21, 2025

$252M

$237M

n/a

2023

Mar 1, 2024

$224M

$205M

n/a

2022

Mar 2, 2023

$224M

$203M

n/a

2021

Feb 24, 2022

$294M

$265M

n/a

2020

Mar 22, 2021

$227M

$208M

n/a

2019

Mar 17, 2020

$199M

$180M

n/a

2018

Mar 28, 2019

$160M

$144M

n/a

2017

Mar 19, 2018

$163M

$148M

n/a

2011

Feb 2, 2012

$75.6M

$53.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$279M

$252M

10.7%

$224M

7.6%