DESMOND WEALTH MANAGEMENT, INC.
CRD #118200 SEC #801-130455 WALNUT CREEK, CA (925) 932-1994
SEC Registered
Total AUM
$124.4M
Discretionary
$124.4M
Employees
2
Clients
26
Accounts
209
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $124.4M | $124.4M | $0 | 2 | 2 |
| Jun 2024 | $103.2M | $103.2M | $0 | 2 | 0 |
| Jun 2024 | $103.2M | $103.2M | $0 | 2 | 0 |
| May 2024 | $103.2M | $103.2M | $0 | 2 | 0 |
| Oct 2010 | $21.7M | $21.7M | $0 | 5 | -- |
| Sep 2010 | $21.7M | $21.7M | $0 | 5 | -- |
| Aug 2010 | $21.7M | $21.7M | $0 | 5 | -- |
| Aug 2010 | $21.7M | $21.7M | $0 | 5 | -- |
| Jun 2010 | $21.7M | $21.7M | $0 | 5 | -- |
| Mar 2009 | $24.2M | $24.2M | $0 | 5 | -- |
DateMar 2025
Total AUM$124.4M
Discretionary$124.4M
Non-Disc.$0
Employees2
Clients2
DateJun 2024
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$103.2M
Discretionary$103.2M
Non-Disc.$0
Employees2
Clients0
DateOct 2010
Total AUM$21.7M
Discretionary$21.7M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$21.7M
Discretionary$21.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$21.7M
Discretionary$21.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$21.7M
Discretionary$21.7M
Non-Disc.$0
Employees5
Clients--
DateJun 2010
Total AUM$21.7M
Discretionary$21.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$24.2M
Discretionary$24.2M
Non-Disc.$0
Employees5
Clients--