Desert Wealth Management LLC

Desert Wealth Management LLC (CRD# 295558) is a financial advisory firm headquartered in , . They manage $36,078,879 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $668,127
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Desert Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
James Estes, financial advisor Palm Desert CA
James P. Estes
CRD#: 2484236
Palm Desert, CA

James Estes (CRD# 2484236) is an Investment Advisor Representative working at Desert Wealth Management LLC in Palm Desert, CA and has over 29 years of experience in the finance industry.

2
Maria Melecio, financial advisor Palm Desert CA
Maria N. Melecio
CRD#: 6398625
Palm Desert, CA

Maria Melecio (CRD# 6398625) is an Investment Advisor Representative working at Desert Wealth Management LLC in Palm Desert, 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.

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