DEMAND WEALTH
DEMAND WEALTH LLC Legal Name
Adviser information for DEMAND WEALTH last updated from Form ADV on February 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 264 | $140.8M |
| Non-Discretionary | 0 | $0 |
| Total | 264 | $140.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 12 | $850,000 |
| HNW Individuals | 156 | $139.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesVIDEO CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-118145 |
|---|---|
| SEC ERA File Number | 801-118145 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307043 |
| Legal Entity Identifier | None |
Principal Office
2951 GRAY STREETOAKTON
VA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 888-788-6465, Fax: 703-454-8999
Chief Compliance Officer
J. WADE ELLISON
CHIEF OPERATING OFFICER
20670 BROADWATER COURT
POTOMAC FALLS
VA
United States
Tel:
703-721-4900
Fax:
703-454-8999
W***@***************M
(Full email address available in API data)
Regulatory Contact
BRANDON MINK
FOUNDER
2951 GRAY STREET
OAKTON
VA
United States
Tel:
703-721-4900
Fax:
703-454-8999
B******@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NICHE INVESTMENT PARTNERS LLC | Domestic Entity | – | OWNER | 01/2020 | > 75% |
| MINK, BRANDON, JEFFREY | Individual | NICHE INVESTMENT PARTNERS LLC | FOUNDER/OWNER | 01/2020 | > 75% |
| Ellison, Justin, Wade | Individual | – | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | 02/2020 | < 5% |
| MINK, BRANDON, JEFFREY | Individual | – | CHIEF EXECUTIVE OFFICER | 02/2020 | < 5% |