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
https://demandwealth.com/
By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

LA, MD, TX, VA

Financial Advisors at Demand Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Justin Ellison, financial advisor Oakton VA
Justin W. Ellison
CRD#: 4180952
Oakton, VA

Justin Ellison (CRD# 4180952) is an Investment Advisor Representative working at Demand Wealth in Oakton, VA and has over 20 years of experience in the finance industry.

2
Owen Lyons, financial advisor Potomac Falls VA
Owen S. Lyons
CRD#: 1687766
Potomac Falls, VA

Owen Lyons (CRD# 1687766) is an Investment Advisor Representative working at Demand Wealth in Potomac Falls, VA and has over 34 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.

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