DERAMUS WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
$61.8M
Discretionary
$0
0% of AUM
Avg account
$896K
Accounts
69
Employees
1
Advisory reps
1

Firm details

Headquarters
Plano, Texas
CRD number
289771
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 a small, owner-operated independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm runs a concentrated, non‑discretionary advisory model and blends liquid public-market strategies with allocations to third‑party alternative managers. Its advisory scope includes financial planning, pension consulting and selection of other advisers, and its fee arrangements include percentage‑of‑AUM charges, fixed fees and performance‑based fees. Investment activity centers on liquid equity and fixed‑income exposures delivered through exchange‑traded vehicles and individual securities, while selectively using external managers to access private markets and hedge funds. The firm reports a stated preference for fixed‑income exposure even though exchange‑traded equities are the largest single asset type by value, indicating a balanced approach that emphasizes income and risk control alongside growth orientation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 43%, Investment Grade Corp Bonds 40%, Cash & Cash Equivalents 8%, US Government Bonds 6%, Public Funds/Mutual Funds 3%43%
  • Exchange Traded Equities43%
  • Investment Grade Corp Bonds40%
  • Cash & Cash Equivalents8%
  • US Government Bonds6%
  • Public Funds/Mutual Funds3%

Contacts

1 of 1
  • LAWRENCE DERAMUS

    ​President and FounderCRD 2171156

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Plano, TX

COLLIN

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
6275 W Plano Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth