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Campbell Deegan Wealth Management, LLC

● SEC registered since 2018CRD 293020SEC# 801-112661Richmond, VA
Export (members)
Reg. AUM
$653.6M
Employees
6
Accounts
1,760
Location
Richmond, VA

Campbell Deegan Wealth Management, LLC assets under management

Campbell Deegan Wealth Management, LLC is an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 2018. It reports $653.6 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/focus-financial-partnersView on SEC.gov ↗

Campbell Deegan Wealth Management, LLC owners & executives

13 reported
NameTitleOwnershipSince
Focus Operating, LLC ControlMember (manager)Over 75%2017
Sean Colin Campbell ControlManaging Partner, CeoUnder 5%2018
Timothy Ryan Deegan ControlChief Compliance Officer, CooUnder 5%2018
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Frequently asked questions

How much does Campbell Deegan Wealth Management, LLC manage?

Campbell Deegan Wealth Management, LLC reports $653.6 million in regulatory assets under management on its Form ADV.

How many employees does Campbell Deegan Wealth Management, LLC have?

Campbell Deegan Wealth Management, LLC reports 6 employees.

Where is Campbell Deegan Wealth Management, LLC located?

Campbell Deegan Wealth Management, LLC is based in Richmond, VA and has been SEC-registered since 2018.

Does Campbell Deegan Wealth Management, LLC disclose fund performance?

Campbell Deegan Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8730 Stony Point Parkway, Suite 100, Richmond, VA 23235
Phone804-913-1114
Fax804-913-1119
Office hours8:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$524.3M
Non-discretionary$129.3M
Total (RAUM)$653.6M