Overview
Assets Under Management: $143 million
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
DEMAND WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307043), DEMAND WEALTH LLC is subject to fiduciary duty under federal law.
DEMAND WEALTH LLC serves 50 high-net-worth clients according to their SEC filing dated February 07, 2025. View client details ↓
According to their SEC Form ADV, DEMAND WEALTH LLC offers financial planning and portfolio management for individuals. View all service details ↓
DEMAND WEALTH LLC manages $143 million in client assets according to their SEC filing dated February 07, 2025.
According to their SEC Form ADV, DEMAND WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 199
Discretionary Accounts: 199
Regulatory Filings
CRD Number: 307043
Last Filing Date: 2025-02-07 00:00:00
Website: https://demandwealth.com