DEMAND WEALTH
Total AUM
$164.6M
Employees
3Clients
61Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
888-788-6465
Other Offices
1
Financials
Total AUM
$164.6M
Accounts
315Discretionary
$164.6M
Accounts
315Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
21AUM
$15M
HNW Individual Clients
39AUM
$149.2M
Charitable Organization Clients
1AUM
$400K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
VIDEO CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
LAMDTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.