Desmond Wealth Management, Inc.

Desmond Wealth Management, Inc. (CRD# 118200) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $34,815,225 in 146 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $238,460
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

CA

Financial Advisors at Desmond Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gregory M. Desmond
CRD#: 4484215
1850 Mt. Diablo Boulevard, Suite 630, Walnut Creek, CA 94596
90
Wealthminder
score

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.

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