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DEMAND WEALTH
DEMAND WEALTH LLC
CRD 307043 · SEC 801-118145
LA, United States
Phone
888-788-6465
Fax
703-454-8999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$164.6M
Discretionary AUM
$164.6M
Team
3 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)VIDEO CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $15.0M |
| High net worth individuals | 39 | $149.2M |
| Charitable organizations | 1 | $400K |
States served
LA, MD, VA, TX
All web addresses on file
Official SEC filing: View on IAPD