Demand Wealth

Overview

Demand Wealth is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2020. The firm provides financial planning and discretionary portfolio management focused on individuals, families and small business owners, and it also serves institutional clients. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, allowing flexibility for both ongoing wealth management and project-based advice. Investment activity is centered on managed, diversified portfolios that rely heavily on public funds and mutual funds, with a clear willingness to supplement core holdings with fixed-income strategies and real assets. Demand Wealth identifies as an active ESG investor, which suggests integration of environmental, social and governance criteria into manager selection, fund choices or security-level decisions. The firm does not act as a capital allocator or pension consultant; for alternatives it works with third-party managers rather than running in-house alternative funds.

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Investments & Alternatives

Location & Offices