DERAMUS WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 289771
- Website
- deramuswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pension & Profit Sharing Plans45.07%
- HNWI39%
- Individuals13.18%
- Corporations / Businesses2.75%
- Services
- Financial PlanningPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Deramus Wealth Management, LLC is a small, owner-operated independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm runs a concentrated, non‑discretionary advisory model and blends liquid public-market strategies with allocations to third‑party alternative managers. Its advisory scope includes financial planning, pension consulting and selection of other advisers, and its fee arrangements include percentage‑of‑AUM charges, fixed fees and performance‑based fees. Investment activity centers on liquid equity and fixed‑income exposures delivered through exchange‑traded vehicles and individual securities, while selectively using external managers to access private markets and hedge funds. The firm reports a stated preference for fixed‑income exposure even though exchange‑traded equities are the largest single asset type by value, indicating a balanced approach that emphasizes income and risk control alongside growth orientation.
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 Equities43%
- Investment Grade Corp Bonds40%
- Cash & Cash Equivalents8%
- US Government Bonds6%
- Public Funds/Mutual Funds3%
Contacts
1 of 1LAWRENCE DERAMUS
President and FounderCRD 2171156
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 6275 W Plano Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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