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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2020
- Office Locations
- 2
Office Locations
About Demand Wealth
Demand Wealth is a digital fiduciary RIA offering transparent asset management and financial planning, including values-aligned thematic portfolios and risk-tolerance-based allocation using fundamental, diversified investing. Clients can start online and use free planning tools or opt for comprehensive plans, with risk analysis via Riskalyze. Differentiators include a 0.5% flat advisory fee and strong security (MFA, encryption, SIPC/TD Ameritrade coverage).
Team overview
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Owner & Executives
JUSTIN WADE ELLISON
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #4180952
- Ownership
- Less than 5%
BRANDON JEFFREY MINK
Chief Executive Officer, Managing Director
- CRD
- #2599782
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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OWEN S LYONS
Portfolio Manager
- CRD
- #1687766
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,600,000 | $522,540 |
| Non-Discretionary | $0 | -- |
| Total | $164,600,000 | $522,540 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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