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DTE WEALTH MANAGEMENT LIMITED Financials

Company number
10054532Copy
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Registered office
The Exchange, 5 Bank Street, Bury BL9 0DN
Incorporated
10/03/2016

Company snapshot

Status
Active
Employees
0 (2025)
Latest financial data
2025
Accounts type
Total Exemption Full

Financial highlights

Latest reported figures. Okredo holds filed data for 2021–2025.

Net Assets

£1.02M2025
18.22%vs 2024

2024: £866.65K

Total Assets

£699.30K2025
29.07%vs 2024

2024: £541.82K

Cash in Bank

£474.27K2025
-12.46%vs 2024

2024: £541.79K

Total Liabilities

£351.37K2025
-0.12%vs 2024

2024: £351.78K

Employees

02025
0vs 2024

2024: 0

In 2025, DTE WEALTH MANAGEMENT LIMITED reported net assets of £1.02M. The same filing shows total assets of £699.30K, cash in bank of £474.27K and total liabilities of £351.37K. Reported headcount was 0 in 2025. Net Assets rose from £866.65K in 2024 to £1.02M in 2025 (18.22%). Okredo holds filed figures for 2021–2025; the table below lists every reported indicator by year. See every reported indicator by year.

Financial performance

Pick a measure to see how it has moved across the reported years, with the year-on-year change beneath it.

Net Assets

£1.02M2025
18.22%from £866.65K in 2024

Year-on-year change

Net Assets as filed for 2021–2025. Every figure in this chart is also in the financial history table.

3-year financial trend (2023–2025)

How the figures DTE WEALTH MANAGEMENT LIMITED filed moved across the three reported years 2023, 2024 and 2025 — measured end to end rather than year on year.

Net Assets

£728.70K2023£1.02M2025
+40.6%vs 2023

+18.6% a year compound (CAGR)

Cash in Bank

£459.14K2023£474.27K2025
+3.3%vs 2023

+1.6% a year compound (CAGR)

Total Assets

£459.16K2023£699.30K2025
+52.3%vs 2023

+23.4% a year compound (CAGR)

Total Liabilities

£407.08K2023£351.37K2025
-13.7%vs 2023

-7.1% a year compound (CAGR)

Employees

3202302025
-100%vs 2023-3

Biggest increase

Total Assets+52.3%

£459.16K in 2023 to £699.30K in 2025

Biggest decrease

Employees-100%

3 in 2023 to 0 in 2025

DTE WEALTH MANAGEMENT LIMITED's filings pull in both directions between 2023 and 2025. The steepest rise came in total assets, pointing to a broader asset base, set against a fall in employee numbers, pointing to a smaller workforce. See the full year-by-year figures.

Ratios from the filed figures

Calculated from DTE WEALTH MANAGEMENT LIMITED's own reported amounts, each shown against the year it was derived from — nothing here is estimated or industry-averaged.

Net assets to total assets
146.51%2025

Reported net assets divided by reported total assets, for the latest year both were filed. Shows how much of the asset base is not financed by liabilities.

Liabilities to total assets
50.25%2025

Total liabilities divided by reported total assets, for the latest year both were available. Shows how much of the asset base is funded by obligations.

Cash to liabilities
134.98%2025

Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.

Cash to total assets
67.82%2025

Reported cash in bank divided by reported total assets, for the latest year both were filed.

Financial history

Every indicator Okredo tracks, year by year.

Reported financial indicators for DTE WEALTH MANAGEMENT LIMITED by year. Amounts are as filed; a dash means the figure was not reported for that year.

Indicator20212022202320242025
Net Assets£414.41K33.46K728.70K866.65K1.02M
Total Assets£138.73K–459.16K541.82K699.30K
Cash in Bank£138.70K424.48K459.14K541.79K474.27K
Total Liabilities£400.94K–407.08K351.78K351.37K
Employees33300

DTE WEALTH MANAGEMENT LIMITED financials: frequently asked questions

Answered from this company's own filed figures.

Has DTE WEALTH MANAGEMENT LIMITED filed financial statements?

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Yes. Okredo holds filed figures for DTE WEALTH MANAGEMENT LIMITED covering 2021–2025, across 5 reported indicators. The most recent reported year is 2025.

What net assets did DTE WEALTH MANAGEMENT LIMITED report in 2025?

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DTE WEALTH MANAGEMENT LIMITED reported net assets of £1.02M for 2025. That compares with £866.65K in 2024, a change of 18.22%.

What total assets did DTE WEALTH MANAGEMENT LIMITED report in 2025?

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DTE WEALTH MANAGEMENT LIMITED reported total assets of £699.30K for 2025. That compares with £541.82K in 2024, a change of 29.07%.

What cash in bank did DTE WEALTH MANAGEMENT LIMITED report in 2025?

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DTE WEALTH MANAGEMENT LIMITED reported cash in bank of £474.27K for 2025. That compares with £541.79K in 2024, a change of -12.46%.

How many people does DTE WEALTH MANAGEMENT LIMITED employ?

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DTE WEALTH MANAGEMENT LIMITED reported 0 employees in 2025, compared with 0 in 2024.

How have DTE WEALTH MANAGEMENT LIMITED financials changed over the last 3 years?

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Between 2023 and 2025, DTE WEALTH MANAGEMENT LIMITED's net assets rose by 40.6%, cash in bank rose by 3.3%, total assets rose by 52.3% and total liabilities fell by 13.7%. Net assets compounded at 18.6% a year across the two years to 2025, from £728.70K to £1.02M. Reported headcount went from 3 in 2023 to 0 in 2025 (-3).

Which years of DTE WEALTH MANAGEMENT LIMITED financial data are available?

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Okredo holds reported figures for the years 2021, 2022, 2023, 2024, 2025. Where an indicator was not reported for a given year, the financial history table shows a dash rather than a value.