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Desmond Wealth Management, Inc.

EST. AUM
$148,000,000

CONTACTS

CLIENT ACCOUNTS
209

Firm Details

Metro area Walnut Creek
CRD Number 118200
Website desmondwealth.com
Client types

Overview

Desmond Wealth Management is a California-based Registered Investment Advisor providing integrated wealth management, including investment management, financial planning, and proactive tax planning. Founded in 2000, the firm operates as a fiduciary, primarily serving high-net-worth individuals, business owners, and corporate executives. On April 30, 2026, the firm and its affiliate, Desmond Consulting Group, were acquired by Savant Wealth Management, with the leadership joining Savant as member-owners.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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