DTE WEALTH MANAGEMENT LIMITED Financials
- Company number
- 10054532Copy
Copy
- 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
2024: £866.65K
Total Assets
2024: £541.82K
Cash in Bank
2024: £541.79K
Total Liabilities
2024: £351.78K
Employees
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
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
+18.6% a year compound (CAGR)
Cash in Bank
+1.6% a year compound (CAGR)
Total Assets
+23.4% a year compound (CAGR)
Total Liabilities
-7.1% a year compound (CAGR)
Employees
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
- Liabilities to total assets
- 50.25%2025
- Cash to liabilities
- 134.98%2025
- Cash to total assets
- 67.82%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.
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.
Reported cash in bank divided by total liabilities for the same year. Shows what share of outstanding obligations the reported cash balance would cover.
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.
| Indicator | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net Assets£ | 414.41K | 33.46K | 728.70K | 866.65K | 1.02M |
| Total Assets£ | 138.73K | – | 459.16K | 541.82K | 699.30K |
| Cash in Bank£ | 138.70K | 424.48K | 459.14K | 541.79K | 474.27K |
| Total Liabilities£ | 400.94K | – | 407.08K | 351.78K | 351.37K |
| Employees | 3 | 3 | 3 | 0 | 0 |
DTE WEALTH MANAGEMENT LIMITED financials: frequently asked questions
Answered from this company's own filed figures.
Has DTE WEALTH MANAGEMENT LIMITED filed financial statements?
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?
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?
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?
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?
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?
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?
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.