Desmond Wealth Management, Inc.
CRD 118200SEC# 801-130455Walnut Creek, CA
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
$145M
Employees
2
Accounts
196
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 $145 million in regulatory assets under management and employs 2 people.
Desmond Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Mayhew Desmond Control | President/Chief Compliance Officer | Over 75% | 2000 |
Frequently asked questions
How much does Desmond Wealth Management, Inc. manage?
Desmond Wealth Management, Inc. reports $145 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 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$145M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$145Mregulatory AUM
Discretionary $145M