Desmond Wealth Management, Inc.

Desmond Wealth Management, Inc. (CRD# 118200) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $92,587,596 in 198 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1850 Mt. Diablo Blvd., Suite 630, Walnut Creek, CA 94596
http://www.desmondwealth.com
By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    198
    ACCOUNTS
  • Average Account Value
    $467,614
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Desmond Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gregory Desmond, financial advisor Walnut Creek CA
Gregory M. Desmond
CRD#: 4484215
1850 Mt. Diablo Boulevard, Suite 630, Walnut Creek, CA 94596

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.

2
Mitchell Struthers, financial advisor Walnut Creek CA
Mitchell L. Struthers
CRD#: 6731804
1850 Mt. Diablo Boulevard, Suite 630, Walnut Creek, CA 94596

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.

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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