Desmond Wealth Management, Inc.
Desmond Wealth Management, Inc. (CRD# 118200) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $45,040,721 in 185 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management45MILLION
Total Number of Accounts185ACCOUNTS
Average Account Value$243,463
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Gregory Desmond (CRD# 4484215) is an Investment Advisor Representative working at Desmond Wealth Management, Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry. Gregory Desmond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Mitchell Struthers (CRD# 6731804) is an Investment Advisor Representative working at Desmond Wealth Management, Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry.