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| Happy Holidays!! thanks for using AUM13F!! |
| Desmond Wealth Management Inc
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|---|---|
| CRD # | 118200 |
| SEC # | 801-130455 |
| CIK # | |
| AUM | $124.4 M (2025-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 925-932-1994 |
| Address | 1850 Mt Diablo Boulevard Walnut Creek, CA 94596 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 10.4 |
| (b) Individuals (high net worth individuals) | 36 | 100.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 13.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 209 | 124.4 |
| By Discretionary | ||
| Discretionary | 209 | 124.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 209 | 124.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.4 | |
| Total | 209 | 124.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
East Coast Wealth Management Inc
✚
|
NJ | 0.1 |
|
Summit Financial Partners Inc
✚
|
VA | 0.1 |
|
Calamita Wealth Management Inc
✚
|
NC | 0.1 |
|
Integrity Financial Advisors LLC
✚
|
MA | 0.1 |
|
Equilibria Wealth Management LLC
✚
|
TX | 0.1 |
|
Strategic Advisory Partners LLC
✚
|
NC | 0.1 |
|
Cirrus Capital LLC
✚
|
MI | 0.1 |
|
Conway Partners Management LLC
✚
|
NY | 0.1 |
|
TME Financial Inc
✚
|
CA | 0.1 |
|
Global Portfolio Solutions Inc
✚
|
AZ | 0.1 |