DERDERIAN WEALTH MANAGEMENT, LLC

Overview

Derderian Wealth Management, LLC is an individually owned limited liability company that provides financial planning and accounting-related services. The firm lists its principal activities as accounting and fee-based financial planning rather than institutional asset management or capital allocation. It offers a mix of billing arrangements — percentage-of-assets, hourly, and fixed-fee engagements — which suggests flexibility in serving both project-based planning clients and ongoing advisory relationships. The firm is not identified as an active ESG investor, is not positioned as a multi-state adviser, and is not flagged as a pension consultant or as related to another registered adviser. The record does not provide a year of SEC registration.

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Location & Offices