DEMAND WEALTH
SEC RegisteredDemand More.
About the firm
Demand Wealth offers sophisticated online investment management and comprehensive financial planning with a hybrid robo investing approach and a personal touch. The firm provides fiduciary wealth management with over 100 years of collective asset management and financial planning experience. They charge a 0.5% flat fee and offer customized thematic portfolios aligned with clients' core values.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement planning, tax planning, estate planning, inherited wealth, concierge services, elder planning, divorce planning, and personalized comprehensive financial plans. Portfolio options include Classic, Christian, Green, Patriot, Inheritance, and Cruelty Free. Also offers risk analysis, financial planning tools, and consulting.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 21 | $15M |
| High Net Worth Individuals | 39 | $149M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. DEMAND WEALTH has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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