Demma-novak Wealth Management

Demma-novak Wealth Management (CRD# 172311) is a financial advisory firm headquartered in Beavercreek, OH. They manage $4,916,000 in 28 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $175,571
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY, OH

Financial Advisors at Demma-novak Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Christopher T. Demma
CRD#: 5091726
70 Birch Alley, Suite 240, Beavercreek, OH 45440
93
Wealthminder
score

Christopher Demma (CRD# 5091726) is an Investment Advisor Representative working at Demma-novak Wealth Management in Beavercreek, OH and has over 9 years of experience in the finance industry.

2
Mark J. Demma
CRD#: 2902379
70 Birch Alley, Suite 240, Beavercreek, OH 45440
93
Wealthminder
score

Mark Demma (CRD# 2902379) is an Investment Advisor Representative working at Demma-novak Wealth Management in Beavercreek, OH and has over 18 years of experience in the finance industry.

3
Thomas F. Novak
CRD#: 2388306
70 Birch Alley, Suite 240, Beavercreek, OH 45440
93
Wealthminder
score

Thomas Novak (CRD# 2388306) is an Investment Advisor Representative working at Demma-novak Wealth Management in Beavercreek, OH and has over 18 years of experience in the finance industry.

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