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Demand Wealth

Updated today

Client assets under management

$164,200,000

Clients

60

65% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

30

Low

Average account size

$2,736,667

About

Demand Wealth, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm emphasizes ETF-based strategies and offers model portfolios alongside digital planning modules and pay-per-service planning options.

Portfolios are managed on a discretionary basis with allocations set to match clients' risk tolerance and time horizon, and the firm describes using modern portfolio theory, long- and short-term trading, and cash-sweep management through the custodian. The brochure also discloses that the firm may invest in structured products and use derivatives within client accounts, and that some portfolios are implemented via firm-developed model strategies.

Notable distinctions include the firm’s explicit use of derivatives and structured products in managed accounts and its disclosure that a senior executive also serves as a registered representative of a broker-dealer and receives commission-based compensation, a potential conflict the firm acknowledges. The firm also routinely requires clients to maintain custody and execute trades through a specified qualified custodian and offers a mix of free and fixed-fee digital planning services.

Client services

Financial planning Portfolio management Video consulting

Expertise

Passive / index investing ESG / Sustainable investing

Fee options

Fixed

Flat fee of $99 for limited financial consulting video chat; $1,000 for comprehensive financial planning services; $1,000 for updates or additional planning.

Percentage

$0 - /n: 0.25% to 2.5% depending on asset value, complexity, and administration level

Project-based

Financial planning services charged at $99 for limited video chat consulting; additional planning services at $1,000 flat fee; updates also $1,000 flat fee; may charge hourly rate for additional services as needed.

Other

Account minimum: $500 for Basic Portfolios; $5,000 for all other portfolios

Main office location

Demand Wealth

Oakton VA, United States

Number of offices

2

Most active in

Louisiana · Maryland · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Warmer team member

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