Deramus Wealth Management, LLC

RIASEC Registered

Total AUM

$61.8M

Discretionary

0% of AUM

Avg account

$896K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 289771
Website: deramuswealth.com
Custodians: CHARLES SCHWAB & CO., INC., J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Pension & Profit Sharing Plans45.07%
HNWI39%
Individuals13.18%
Corporations / Businesses2.75%
Services: Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Deramus Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual & family and institutional clients and positions itself as a capital allocator and selection-of-other-advisers resource. Its advisory services include financial planning, pension consulting and selecting third-party managers. The firm charges clients via a mix of percentage-of-AUM, fixed-fee and performance-based arrangements. According to available disclosures, Deramus is not an active ESG investor and is not registered as a multi-state adviser.