DESMOND WEALTH MANAGEMENT, INC.

DESMOND WEALTH MANAGEMENT, INC. of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 118200). Regulatory assets under management: $145.0M.

Registration

• CRD: 118200
• SEC file number: 801-130455
• Type: Registered investment adviser
• Location: 1850 MT. DIABLO BOULEVARD, WALNUT CREEK, CA, 94596
• Phone: (925) 932-1994
• Latest filing: 2026-03-20
• Regulatory AUM: $145.0M
• Discretionary AUM: $145.0M
• Clients: 2
• Accounts: 196

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118200 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search