Desmo Wealth Advisors, LLC

Overview

Desmo Wealth Advisors, LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and positions itself as a capital allocator — advising on portfolio construction and selecting third‑party managers when appropriate. Its advisory menu includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio services for businesses or institutions, pension consulting, selection of other advisers, and client education through seminars or workshops. Desmo manages a concentrated book of business and favors pooled public fund vehicles rather than direct stock-picking or extensive use of ESG-labeled strategies. The firm charges clients through a mix of percentage‑of‑AUM fees, fixed fees and other fee arrangements, reflecting flexibility in how it structures relationships across smaller client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices