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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DESMOND, GREGORY, MAYHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DESMOND, GREGORY, MAYHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DESMOND, GREGORY, MAYHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DESMOND, GREGORY, MAYHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DESMOND, GREGORY, MAYHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DESMOND, GREGORY, MAYHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DESMOND, GREGORY, MAYHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DESMOND, GREGORY, MAYHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DESMOND, GREGORY, MAYHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DESMOND, GREGORY, MAYHEW | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (1)
CA
Address
1850 MT. DIABLO BOULEVARDSUITE 630
WALNUT CREEK, CA 94596
United States
Phone: (925) 932-1994