DESERT WEALTH MANAGEMENT LLC

DESERT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 295558). Regulatory assets under management: $49.6M.

Registration

• CRD: 295558
• Type: Registered investment adviser
• Phone: 951-312-2611
• Latest filing: 2026-01-14
• Regulatory AUM: $49.6M
• Discretionary AUM: $49.6M
• Clients: 2
• Accounts: 29

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 295558 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search