DEMLAND WEALTH LLC
Firm details
- Headquarters
- DEFIANCE, Ohio
- CRD number
- 319002
- Website
- demlandwealth.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.27%
- HNWI44.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Demland Wealth LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning as well as portfolio management for individuals, small businesses, and for business or institutional clients. Its client billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm does not identify as an ESG-focused manager, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents4%
- Exchange Traded Equities1%
Contacts
2 of 2NOAH BUTTERMORE
Financial AdvisorCRD 7750048
JASON DEMLAND
Financial AdvisorCRD 6183475
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DEFIANCE, OH
DEFIANCE
Location
DEFIANCE, OH
Headquartered in DEFIANCE, OH, in the Midwest of the United States.
- Region
- Midwest
- County
- DEFIANCE
- Address
- 1125 Ralston Ave
- Time zone
- ET (UTC-5)
- Office locations
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