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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Demand Wealth LLC
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| CRD # | 307043 |
| SEC # | 801-118145 |
| CIK # | |
| AUM | $142.6 M (2025-02-07) |
| Employees | 3 (67% Investors, 33% Brokers) |
| Phone | 888-788-6465 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 25.5 |
| (b) Individuals (high net worth individuals) | 50 | 117.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 199 | 142.6 |
| By Discretionary | ||
| Discretionary | 199 | 142.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 199 | 142.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 142.6 | |
| Total | 199 | 142.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
KEEN Capital LLC
✚
|
0.1 | |
|
Breakwater Capital LLC
✚
|
MI | 0.1 |
|
James I Black & Company
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FL | 0.1 |
|
GUTT Financial Management LLC
✚
|
GA | 0.1 |
|
Legacy Advisory Services LLC
✚
|
PA | 0.1 |
|
Calculated Wealth LLC
✚
|
WI | 0.1 |
|
FLFS Advisory LLC
✚
|
NY | 0.1 |
|
Truman Wealth Advisors LLC
✚
|
MO | 0.1 |
|
TIDE Cove Capital Partners LLC
✚
|
0.1 | |
|
Cavalcade Capital LLC
✚
|
NY | 0.1 |