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- Custodian
- Betterment · Charles Schwab & Company · Prudential
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-13-2019
- Office Locations
- 1
Office Locations
About Demauriac LLC
deMauriac LLC is an independent, fiduciary RIA in New Orleans providing CFP-led financial planning and portfolio management, with a dedicated focus on the under-addressed needs of women investors navigating major life transitions (divorce, loss, career change) and retirement income planning. Portfolios primarily use public funds and ETFs and may incorporate ESG/SRI. Works with custodians including Schwab and Betterment.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 215 clients, or 215 clients per representative. That equates to $186.2K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on February 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Fund Managers
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- Investment Vehicles
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- Services
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Owner & Executives
Marigny deMauriac
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6192738
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,029,843 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,029,843 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Demauriac LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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