A complete list of active advisors currently associated with Derderian Wealth Management, LLC

Warmer can help you find a great advisor at Derderian Wealth Management, LLC or one who fits your needs even better.

Derderian Wealth Management is registered as an investment manager that primarily manages pooled vehicles and institutional assets rather than serving individual retail clients. The firm provides portfolio management services and discloses the use of percentage-of-assets-under-management fee arrangements, a common billing method for firms in this category. The brochure describes discretionary management of pooled and institutional accounts and standard investment analysis and risk considerations for such mandates. It also discloses that, in addition to AUM fees, the firm may bill certain work on an hourly basis, an arrangement that is less common among peer investment managers. A distinctive feature noted in the brochure is that the firm’s owner is a licensed CPA and a shareholder in an affiliated accounting firm, and is expected to devote roughly 25 hours per month to that accounting practice. The filing also indicates there are no other employees and the owner is not supervised, underscoring a small, owner-operated structure with an uncommon accounting affiliation.

To learn more about the advisors currently working at Derderian Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.