DBA: DEMAND WEALTH
| Total AUM | $164.6M |
| Discretionary | $164.6M100% of AUM |
| Client Accounts | 315 |
| Avg Account Size | $523K |
| Employees | 3 |
| Peak AUM | $164.6MMar 2026 |
Total AUM
$165M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $165M | +15.5% | +6.9% | +18.3% | |
| Discretionary AUM | |||||
| Total AUM | $164.6M |
| Discretionary | $164.6M |
| Employees | 3 |
| Client Accounts | 315 |
| Client Range | 1-10 |
Phone
888-788-6465
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$165M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $165M |
| +15.5% |
| +6.9% |
| +18.3% |
| Total Accounts | 315 | +58.3% | +7.2% | +35.9% |
| Avg Account Size | $522,539.683 | 27.1% | 0.2% | 12.9% |
| Employees | 3 | 0.0% | 0.0% | 5.6% |
| AUM / Employee | $55M | +15.5% | +6.9% | +25.3% |
Client AUM Segments | |||||
| Wealth AUM | $164M | +15.2% | +6.8% | +18.3% | |
| Institutional AUM | $400,000 | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 21 | +16.7% | 38.2% | — | |
| Institutional | 1 | — | — | — | — |
| Individuals | 39 | 22.0% | 1.7% | +26.6% | |