This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Oppenheimer · Stifel
- Clients
- Retail
- Platforms
- Ridge horizon
- Established Date
- 11-16-2018
- Office Locations
- 1
Office Locations
About Deemer Wealth Management LLC
Deemer Wealth Management is a Pennsylvania-based boutique RIA providing comprehensive financial planning and ongoing portfolio advice, with an emphasis on investment and retirement planning, risk management, and estate planning coordination. Serves retail clients (including retirees) using diversified, asset-allocation portfolios implemented with ETFs and mutual funds. Can custody through Fidelity/NFS and provides client education tools (articles, videos, calculators).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GUY B DEEMER
Managing Member
- CRD
- #2504584
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $23,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $641,127,761 | 19.1% |
| Public Funds | $312,172,156 | 9.3% |
| Cash | $1,544,077,331 | 46.0% |
| Municipal Bonds | $537,070,376 | 16.0% |
| Other | $322,242,225 | 9.6% |
| Total | $3,356,689,849 | 100.0% |