WALNUT CREEK, CACRD 118200Latest ADV March 20, 2026
Desmond Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 20, 2026, reports $145M in regulatory assets under management, 2 employees, and 196 accounts.
Assets Under Management
$145M
Employees
2
Offices
--
Total Clients
72
Primary office
WALNUT CREEK, CA
1850 MT. DIABLO BOULEVARD, SUITE 630, WALNUT CREEK, CA, United States
Top client segmentHNWI represent 54.2% of total clients.
Top client categories% of clientsClients
1
HNWI
54.2%
39
2
Individuals
26.4%
19
3
Pension Plans
19.4%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of March 20, 2026
Discretionary100.0%
$145M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$145M
Total Accounts196
10Y AUM Change+$42M (+40.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.