|
⚲
|
| Desmond Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 118200 |
| SEC # | 801-130455 |
| CIK # | |
| AUM | $145.0 M (2026-03-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 925-932-1994 |
| Address | 1850 Mt Diablo Boulevard Walnut Creek, CA 94596 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 6.9 |
| (b) Individuals (high net worth individuals) | 39 | 128.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 9.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 145.0 |
| By Discretionary | ||
| Discretionary | 196 | 145.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 196 | 145.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.0 | |
| Total | 196 | 145.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kaleel Investment Advisors LLC
✚
|
MA | 0.1 |
|
IGW Advisory Investment Management LLC
✚
|
0.1 | |
|
Vision Capital Management Corporation
✚
|
0.1 | |
|
Wulff Hansen & Co
✚
|
CA | 0.1 |
|
Trailwise Financial Partners LLC
✚
|
CO | 0.1 |
|
Knox Avenue Financial Corp
✚
|
MN | 0.1 |
|
EGSI Investment Management Inc
✚
|
OH | 0.1 |
|
Davis Financial Management Inc
✚
|
KS | 0.1 |
|
Sterling Financial Advisors LLC
✚
|
0.1 | |
|
Columbus Street Wealth Management LLC
✚
|
0.1 |