Derderian Wealth Management, LLC

Overview

Derderian Wealth Management, LLC is set up as a privately held limited liability company with individual ownership. The firm’s stated business activity is accounting, and its advisory offering centers on financial planning services rather than an emphasis on discretionary portfolio management. Fee arrangements include a percentage-of-assets option alongside hourly and fixed-fee engagements, which aligns with a hybrid planning/accounting practice model. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not presented as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices