Deemer Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 296823
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Deemer Wealth Management LLC is a privately held limited liability company that serves individual and family clients. The firm is owned by an individual and operates as a capital allocator, managing assets on a fee basis calculated as a percentage of assets under management. Its advisory mandate centers on portfolio management for individuals and small businesses and includes the selection of third-party advisers and managers. Deemer does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser. The firm has an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities53%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents18%
- State & Local Bonds4%
- Other2%
Contacts
1 of 1
Guy Deemer
Managing MemberCRD 2504584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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