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Desmond Wealth Management, Inc. (Walnut Creek)


Desmond Wealth Management, Inc. is an adviser based in Walnut Creek. It manages $21.74 million of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

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Desmond Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Desmond Wealth Management: assets under management

The assets under management (AUM) of Desmond Wealth Management, Inc. is $21.74 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $165.96 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Desmond Wealth Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Walnut Creek

The principal office where Desmond Wealth Management, Inc. performs its advisory services is located at 1850 Mt. Diablo Blvd., Walnut Creek, CA 94596, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-932-1994 or by fax 925-940-9500. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.desmondconsulting.com.


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