Desert Wealth Management LLC

Overview

Desert Wealth Management LLC is a small, owner-run registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and tends to allocate client capital with an equity-first bias. Exchange-traded equities are the firm's dominant vehicle for implementing equity allocations, supplemented by mutual funds and third‑party real estate managers for alternative exposure. Desert Wealth Management is not positioned as an ESG manager, does not operate across multiple states, and does not act as a pension consultant or related-adviser vehicle. Desert Wealth’s client base is concentrated on individuals and families; the firm manages accounts on a discretionary basis, which allows portfolio managers to trade stocks and ETFs actively to implement tactical or strategic shifts. Given the firm’s size and account profile, investment programs are likely tailored and boutique in nature rather than run as large-scale, institutional strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices