Deeringer Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$39,683,332
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
15
80% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
LowAverage account size
$2,645,555
About
The firm is an independent, single-advisor registered investment adviser overseeing roughly $39.7 million for a small client base that includes individuals, high-net-worth clients, trusts, non-profits, and corporate or pension plan sponsors. It provides discretionary and non-discretionary portfolio management, financial planning or consulting, and retirement plan consulting, typically charging percentage-of-assets-under-management fees.
Investment decisions are driven by fundamental analysis and a scenario-based asset-allocation process, with portfolios constructed mainly from mutual funds and exchange-traded funds and subject to periodic rebalancing. The brochure discloses that the adviser integrates ESG factors into some strategies and, where appropriate, may use derivatives (options) and margin borrowing in managed accounts, with attendant risk disclosures.
What distinguishes this firm from many solo independent advisers is its explicit work with corporate and pension-plan clients, including ERISA fiduciary retirement-plan consulting, and its affiliation with insurance activities (the adviser is a licensed insurance agent who may receive commissions). The firm’s disclosures also note the use of hypothetical performance in its communications and detailed margin/options risk language, items that are relatively uncommon among peers and are identified as potential conflicts or areas requiring client attention.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
ESG / Sustainable investing
Options & derivatives strategies
Retirement plans for business owners (SEP, solo 401k)
Life insurance needs analysis
Fee options
Financial planning fixed fees typically range from $2,000 to $7,000; Retirement plan consulting fixed fees typically range from $3,000 to $15,000
$0 - $1,000,000: 1.00% per annum $1,000,001 - $2,000,000: 0.75% per annum $2,000,001+: 0.50% per annum
Certain representatives are licensed insurance agents and receive commissions for insurance products sold
Financial planning or consulting services and retirement plan consulting services charged at $350 per hour
Account minimum: $500,000 Fee-only: Investment advisory fees based on AUM; Financial planning and retirement plan consulting fees charged hourly or fixed fee arrangements
Main office location
Deeringer Wealth Management, LLC
3600 American River Drive, #290
Sacramento CA 95864, United States
Number of offices
1
Most active in
Deeringer Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
California · Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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