Desmo Wealth Advisors, LLC

Desmo Wealth Advisors, LLC (CRD# 304358) is a financial advisory firm headquartered in , . They manage $7,590,628 in 20 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/m-desantis/
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $379,531
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Desmo Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Massimiliano De Santis, financial advisor Lakeway TX
Massimiliano De Santis
CRD#: 6153797
Lakeway, TX

Massimiliano De Santis (CRD# 6153797) is an Investment Advisor Representative working at Desmo Wealth Advisors, LLC in Lakeway, TX and has over 10 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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