DEMMA-NOVAK WEALTH MANAGEMENT

Overview

Demma-Novak Wealth Management is an independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model is a mix of percentage-of-AUM, hourly charges, and fixed fees, which suggests flexibility to accommodate both ongoing asset management relationships and discrete planning or consulting engagements. As a capital allocator, the firm sources outside managers rather than relying solely on in-house products. It does not present itself as an active ESG investor, and it is not positioned as a multi-state or pension consultant adviser. The mix of advisory activities points to a practice that combines day-to-day investment management with planning work and third-party manager selection for clients who want access to specialist managers or strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices