DEVENS WEALTH MANAGEMENT

DEVENS WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 338031). Regulatory assets under management: $3.5M.

Registration

• CRD: 338031
• Type: Registered investment adviser
• Phone: (714) 349-3431
• Latest filing: 2026-02-05
• Regulatory AUM: $3.5M
• Discretionary AUM: $3.5M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: Individuals, 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 338031 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search