Overview
Assets Under Management: $274 million
Headquarters: BERKELEY, CA
High-Net-Worth Clients: 100
Average Client Assets: $2.2 million
Frequently Asked Questions
DEYOE WEALTH MANAGEMENT, INC. 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 #170130), DEYOE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
DEYOE WEALTH MANAGEMENT, INC. is headquartered in BERKELEY, CA.
DEYOE WEALTH MANAGEMENT, INC. serves 100 high-net-worth clients according to their SEC filing dated March 15, 2018. View client details ↓
According to their SEC Form ADV, DEYOE WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
DEYOE WEALTH MANAGEMENT, INC. manages $274 million in client assets according to their SEC filing dated March 15, 2018.
According to their SEC Form ADV, DEYOE WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.22%
Average Client Assets: $2.2 million
Total Client Accounts: 543
Discretionary Accounts: 500
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 170130
Filing ID: 1192438
Last Filing Date: 2018-03-15 17:37:00