$30.6M Total AUM
$30.6M Disc. AUM
-- 3Y CAGR
2 Employees
103 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Unison timberPioneer zenith
- Established Date
- 02-22-2022
- Office Locations
- 1
Office Locations
1125 Ralston Ave. Defiance OH
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.
Team overview
-- AVG AGE
$15.3M AVG AUM / ADVISOR
$296.7K AVG AUM / CLIENT
2.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Request access to benchmark trends tied to value.
Request access to benchmark trends tied to matrix value.
Premium access reveals conviction themes in atlas crest.
Premium access reveals conviction themes in alpha timber catalyst.
Open the full profile to inspect shifts in unison ridge.
Open the full profile to inspect shifts in timber eagle.
Request access to benchmark trends tied to pioneer crest.
Full visibility includes strategy notes for fusion timber.
Asset Classes
Optima atlas
Custodian
Eagle peak
Investment Themes
Beacon North element Vertex alpha
Investment Vehicles
Insight north
Services
Harbor zenith Eagle Ridge catalyst Bridge insight Fusion Bridge prime Beacon Meridian zenith
Technology
Quantum focus Wave eagle
Owner & Executives
JASON TAYLOR DEMLAND
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #6183475
- Ownership
- 75% or more
(529) 822-1319
optima.signal@frontiercapital.com
in linkedin.com/in/peak-atlas
Showing 1 of 1 owners & executives
Unlock allContacts
N
NOAH STEVEN BUTTERMORE
--
- CRD
- #7750048
(279) 275-3337
fusion.vector@vertexcapital.com
in linkedin.com/in/quantum-zenith
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,562,260 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,562,260 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $30,562,260
Public Funds:
20.6% Cash:
47.9% Equity - Exchange:
31.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,701,716,691 | 20.6% |
| Cash | $3,956,904,346 | 47.9% |
| Equity - Exchange | $2,602,139,601 | 31.5% |
| Total | $8,260,760,638 | 100.0% |