This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$165MItem 5.F on the latest filing (2026-03-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$165M

Private client RAUM

$164MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$82.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

2

Offices

1Schedule D 1.F, beyond the principal office

Accounts

315

Individual clients

21

High net worth clients

39

SEC number

801-118145

CRD

307043

Filings on the tape

12

First filed

Jan 30, 2020

Latest filed

Mar 13, 2026

Organised

Limited Liability Company, VA

Website

demandwealth.com

• Occurred

  Jan 30, 2020
  First Form ADV filing

  Demand Wealth filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:65ede6cb-ad85-b713-1e9e-cb8d3d4523dc

First observed

Jan 30, 2020

Last observed

Mar 13, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.