Dual Desert Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,144,443
Clients
5
0% high-net worth
Advisors
1
of 2 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
5
Very LowAverage account size
$228,889
About
Dual Desert Wealth Management offers discretionary asset management and portfolio management services to individual clients and other entities, delivering ongoing, tailored investment programs documented in client files. The firm works under written Investment Advisory Agreements and accepts client-imposed restrictions on securities or types of investments.
The firm’s investment approach draws on Modern Portfolio Theory and a mix of fundamental, technical and passive strategies, with portfolios reviewed at least quarterly for alignment with objectives, risk tolerance and opportunities such as rebalancing or tax-loss harvesting. DDWM requires clients to use a specified custodian (Charles Schwab), sends invoices concurrent with fee debits, and does not sponsor wrap-fee programs or use performance-based compensation.
Compared with many peers, the firm’s ADV filing shows a small client base and modest discretionary assets under management (discretionary amounts reported as $248,467 as of August 11, 2025), so it presently does not appear to serve a significant high-net-worth clientele despite listing them among potential client types. The principal owner discloses substantial outside business activities (notably ESOP consulting) and the firm operates without trade aggregation and does not vote client proxies, operational choices that distinguish it from many similar advisors.
Client services
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
$0 - $2,000,000: 1.00% annually $2,000,000.01+: 0.20% annually
Main office location
Dual Desert Wealth Management, LLC
Kennewick WA, United States
Number of offices
1
Most active in
Dual Desert Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
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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