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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-22-2022
- Office Locations
- 1
Office Locations
About Demland Wealth LLC
Demland Wealth is a fee-only, independent, Ohio-based RIA focused on tax-efficient retirement planning for Christians. It delivers retirement income planning, tax and charitable giving guidance, and biblically responsible investing. Founder Jason Demland holds CFP®, Enrolled Agent, and Certified Kingdom Advisor® credentials; the firm custodians with Altruist.
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 2 advisory representatives and 103 clients, or 51.5 clients per representative. That equates to $296.7K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JASON TAYLOR DEMLAND
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #6183475
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NOAH STEVEN BUTTERMORE
CFP® — Advisor
- CRD
- #7750048
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,562,260 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,562,260 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Demland Wealth LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.