Demand Wealth
Demand Wealth (CRD# 307043) is a financial advisory firm headquartered in , . They manage $140,751,602 in 264 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Demand Wealth
By the Numbers
-
Total Assets Under Management141MILLION
-
Total Number of Accounts264ACCOUNTS
-
Average Account Value$533,150
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, MD, TX, VA
Financial Advisors at Demand Wealth
1
Justin Ellison (CRD# 4180952) is an Investment Advisor Representative working at Demand Wealth in Oakton, VA and has over 21 years of experience in the finance industry.
2
Owen Lyons (CRD# 1687766) is an Investment Advisor Representative working at Demand Wealth in Oakton, VA and has over 34 years of experience in the finance industry.
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