No longer SEC-registered. Desmond Wealth Management, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$124.4M
Employees
2
Accounts
209
Location
Walnut Creek, CA
Desmond Wealth Management, Inc. assets under management
Desmond Wealth Management, Inc. is an SEC-registered investment adviser based in Walnut Creek, CA. It reports $124.4 million in regulatory assets under management and employs 2 people.
How much does Desmond Wealth Management, Inc. manage?
Desmond Wealth Management, Inc. reports $124.4 million in regulatory assets under management on its Form ADV.
How many employees does Desmond Wealth Management, Inc. have?
Desmond Wealth Management, Inc. reports 2 employees.
Where is Desmond Wealth Management, Inc. located?
Desmond Wealth Management, Inc. is based in Walnut Creek, CA.
Does Desmond Wealth Management, Inc. disclose fund performance?
Desmond Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
1850 Mt. Diablo Boulevard, Suite 630, Walnut Creek, CA 94596