DWP
SEC RegisteredFinancial Navigation for Life
About the firm
DeSERANNO Wealth Planning helps clients create a personal financial strategy that gives life to their dreams, encompassing all of life's most important goals. The firm puts clients' interests first and does not receive commissions of any kind, operating free of conflicts of interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning and Asset Management.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 107 | $30M |
| High Net Worth Individuals | 27 | $121M |
| State/Municipal Entities | 1 | — |
| Sovereign Wealth Funds | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 20, 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. DWP 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.
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