Devens Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,500,000
Clients
8
0% 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
8
Very LowAverage account size
$437,500
About
Devens Wealth Management provides discretionary wealth management and ongoing financial planning to individuals, high‑net‑worth clients, trusts and estates. The firm manages approximately $3.5 million across eight client relationships and generally does not impose a minimum account size.
Investment decisions are driven by fundamental analysis and implemented primarily with low‑cost exchange‑traded funds; the advisor maintains a long‑term orientation but may trade short‑term, use options for certain clients, or retain legacy positions for tax or fit. Financial planning is bundled with wealth management at no additional charge, and accounts are monitored on a continuous basis.
The firm was established in 2025 by a principal who transitioned from long tenures at large wire‑house firms, and its very small, concentrated client roster is notable for a registered independent advisor. Devens Wealth operates on the Schwab Advisor Services platform (receiving certain institutional benefits) and has written policies around personal trading and conflict mitigation, including trade aggregation practices.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Tax-loss harvesting
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.50% annually
Fee-only: Yes, wealth management fees based on assets under management; does not charge additional fees for financial planning services.
Main office location
Devens Wealth Management
Newport Beach CA, United States
Number of offices
1
Most active in
Devens Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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
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