Deeringer Wealth Management, LLC

Deeringer Wealth Management, LLC (CRD# 301187) is a financial advisory firm headquartered in Sacramento, CA. They manage $26,137,518 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3600 American River Drive, #290, Sacramento, CA 95864
http://www.deeringerwealth.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $746,786
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NV

Financial Advisors at Deeringer Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Deeringer, financial advisor Sacramento CA
Jonathan L. Deeringer
CRD#: 2779470
3600 American River Drive, #290, Sacramento, CA 95864

Jonathan Deeringer (CRD# 2779470) is an Investment Advisor Representative working at Deeringer Wealth Management, LLC in Sacramento, CA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals