RIA Intelligence

DESERANNO CORPORATION

Legal name: DESERANNO WEALTH PLANNING

CRD #121841 SEC #801-63581 GROSSE POINTE FARMS, MI 313-885-0114
SEC Registered
Total AUM
$195.1M
Discretionary
$195.1M
Employees
7
Clients
51
Accounts
339

AUM Over Time

DateMay 2025
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$195.1M
Discretionary$195.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$168.8M
Discretionary$168.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$159.6M
Discretionary$159.6M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees7
Clients0
DateAug 2022
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees7
Clients0
DateNov 2021
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$175.1M
Discretionary$175.1M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees7
Clients3
DateApr 2020
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees7
Clients3
DateMar 2020
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees7
Clients3
DateMar 2019
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees7
Clients1
DateMar 2018
Total AUM$171.1M
Discretionary$171.1M
Non-Disc.$0
Employees8
Clients5
DateMay 2017
Total AUM$153.9M
Discretionary$153.9M
Non-Disc.$0
Employees8
Clients169
DateJan 2017
Total AUM$153.9M
Discretionary$153.9M
Non-Disc.$0
Employees8
Clients169
DateFeb 2016
Total AUM$135.4M
Discretionary$135.4M
Non-Disc.$0
Employees8
Clients166
DateMar 2015
Total AUM$136.6M
Discretionary$136.6M
Non-Disc.$0
Employees8
Clients141
DateFeb 2014
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$0
Employees8
Clients171
DateMar 2013
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees8
Clients200
DateMar 2012
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees6
Clients200
DateApr 2011
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$103.6M
Discretionary$103.6M
Non-Disc.$0
Employees10
Clients--
DateNov 2010
Total AUM$77.1M
Discretionary$77.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$77M
Discretionary$77M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$53.6M
Discretionary$53.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$39.1M
Discretionary$39.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees5
Clients--