Emilee Catherine Tarver

Employer firm

D.m. Wealth Management, Inc. CRD 128194

$47.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 08/2021
  Hal C Smith & Associates
  Norman, OK
• 12/2020 → 02/2021
  Equitable Advisors
  New York, NY
• 06/2021 → 08/2021
  Amba
  Norman, OK
• 08/2021 → 08/2022
  First American
  Norman, OK
• 08/2022 → Present
  White Hawk Engineering And Design
  Norman, OK
• 08/2025 → Present
  D.M. Wealth Management, Inc.
  Norman, OK

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-22

Other Names

• Emilee Tarver