CRD: 301187
Deeringer Wealth Management, LLC
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-07-2019
- Office Locations
- 1
Office Locations
About Deeringer Wealth Management, LLC
Deeringer Wealth Management, LLC is a Sacramento-based RIA providing goal-based financial planning, ongoing investment management, and retirement plan consulting. As a fiduciary, the firm emphasizes transparent, cost-conscious strategies supported by rigorous research and portfolio monitoring. For employer plans, it evaluates plan structure, performance, fees, and participant outcomes to improve efficiency and ease of administration.
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Investment Themes
Investment Vehicles
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Owner & Executives
JONATHAN LEE DEERINGER
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2779470
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,688,111 | -- |
| Non-Discretionary | $0 | -- |
| Total | $39,688,111 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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